ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 221,021 Value ($000) $26,562 Avg Close — Range —
Q3 2025
Shares 210,997 Value ($000) $25,073 Avg Close — Range —
Q2 2025
Shares 204,615 Value ($000) $22,362 Avg Close — Range —
Q1 2025
Shares 181,837 Value ($000) $19,015 Avg Close — Range —
Q4 2024
Shares 172,589 Value ($000) $19,886 Avg Close — Range —
Q3 2024
Shares 154,656 Value ($000) $18,089 Avg Close — Range —
Q2 2024
Shares 164,816 Value ($000) $17,579 Avg Close — Range —
Q1 2024
Shares 155,641 Value ($000) $17,201 Avg Close — Range —
Q4 2023
Shares 144,426 Value ($000) $15,634 Avg Close — Range —
Q3 2023
Shares 133,823 Value ($000) $12,624 Avg Close — Range —
Q2 2023
Shares 129,412 Value ($000) $12,896 Avg Close — Range —
Q1 2023
Shares 119,345 Value ($000) $11,541 Avg Close — Range —
Q4 2022
Shares 117,423 Value ($000) $11,113 Avg Close — Range —
Q3 2022
Shares 108,820 Value ($000) $9,488 Avg Close — Range —
Q2 2022
Shares 113,113 Value ($000) $10,453 Avg Close — Range —
Q1 2022
Shares 111,822 Value ($000) $12,063 Avg Close — Range —
Q4 2021
Shares 107,173 Value ($000) $12,272 Avg Close — Range —
Q3 2021
Shares 104,270 Value ($000) $11,385 Avg Close — Range —
Q2 2021
Shares 148,660 Value ($000) $16,796 Avg Close — Range —
Q1 2021
Shares 149,553 Value ($000) $16,231 Avg Close — Range —
Q4 2020
Shares 147,129 Value ($000) $13,521 Avg Close — Range —