ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 201,021 Value ($000) $20,613 Avg Close — Range —
Q3 2025
Shares 203,536 Value ($000) $20,343 Avg Close — Range —
Q2 2025
Shares 206,758 Value ($000) $19,566 Avg Close — Range —
Q1 2025
Shares 202,311 Value ($000) $18,671 Avg Close — Range —
Q4 2024
Shares 199,338 Value ($000) $18,457 Avg Close — Range —
Q3 2024
Shares 197,353 Value ($000) $18,845 Avg Close — Range —
Q2 2024
Shares 189,731 Value ($000) $16,721 Avg Close — Range —
Q1 2024
Shares 180,622 Value ($000) $16,335 Avg Close — Range —
Q4 2023
Shares 180,486 Value ($000) $15,220 Avg Close — Range —
Q3 2023
Shares 175,655 Value ($000) $13,107 Avg Close — Range —
Q2 2023
Shares 173,384 Value ($000) $13,569 Avg Close — Range —
Q1 2023
Shares 159,694 Value ($000) $11,782 Avg Close — Range —
Q4 2022
Shares 163,092 Value ($000) $11,519 Avg Close — Range —
Q3 2022
Shares 154,335 Value ($000) $9,663 Avg Close — Range —
Q2 2022
Shares 145,939 Value ($000) $9,760 Avg Close — Range —
Q1 2022
Shares 139,621 Value ($000) $10,593 Avg Close — Range —
Q4 2021
Shares 130,273 Value ($000) $9,945 Avg Close — Range —
Q3 2021
Shares 129,220 Value ($000) $9,159 Avg Close — Range —
Q2 2021
Shares 134,191 Value ($000) $9,656 Avg Close — Range —
Q1 2021
Shares 131,559 Value ($000) $9,378 Avg Close — Range —
Q4 2020
Shares 161,130 Value ($000) $10,021 Avg Close — Range —
Q3 2020
Shares 157,419 Value ($000) $8,546 Avg Close — Range —
Q2 2020
Shares 154,020 Value ($000) $8,044 Avg Close — Range —