ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,171 Value ($000) $2,258 Avg Close — Range —
Q3 2025
Shares 8,986 Value ($000) $2,174 Avg Close — Range —
Q2 2025
Shares 8,986 Value ($000) $1,939 Avg Close — Range —
Q1 2025
Shares 8,786 Value ($000) $1,753 Avg Close — Range —
Q4 2024
Shares 9,553 Value ($000) $2,111 Avg Close — Range —
Q3 2024
Shares 9,661 Value ($000) $2,134 Avg Close — Range —
Q2 2024
Shares 9,746 Value ($000) $1,977 Avg Close — Range —
Q1 2024
Shares 9,746 Value ($000) $2,050 Avg Close — Range —
Q4 2023
Shares 9,746 Value ($000) $1,956 Avg Close — Range —
Q3 2023
Shares 9,746 Value ($000) $1,723 Avg Close — Range —
Q2 2023
Shares 9,746 Value ($000) $1,825 Avg Close — Range —
Q1 2023
Shares 9,746 Value ($000) $1,739 Avg Close — Range —
Q4 2022
Shares 9,746 Value ($000) $1,699 Avg Close — Range —
Q3 2022
Shares 9,746 Value ($000) $1,607 Avg Close — Range —
Q2 2022
Shares 9,748 Value ($000) $1,651 Avg Close — Range —
Q1 2022
Shares 10,832 Value ($000) $2,224 Avg Close — Range —
Q4 2021
Shares 11,090 Value ($000) $2,467 Avg Close — Range —
Q3 2021
Shares 11,085 Value ($000) $2,425 Avg Close — Range —
Q2 2021
Shares 13,280 Value ($000) $3,046 Avg Close — Range —
Q1 2021
Shares 13,064 Value ($000) $2,886 Avg Close — Range —
Q4 2020
Shares 12,638 Value ($000) $2,478 Avg Close — Range —