ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)

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

Q4 2025
Shares 28,680 Value ($000) $1,782 Avg Close — Range —
Q3 2025
Shares 24,023 Value ($000) $1,443 Avg Close — Range —
Q2 2025
Shares 24,152 Value ($000) $1,513 Avg Close — Range —
Q1 2025
Shares 24,151 Value ($000) $1,454 Avg Close — Range —
Q4 2024
Shares 29,075 Value ($000) $1,697 Avg Close — Range —
Q3 2024
Shares 25,635 Value ($000) $1,518 Avg Close — Range —
Q2 2024
Shares 25,635 Value ($000) $1,437 Avg Close — Range —
Q1 2024
Shares 25,705 Value ($000) $1,506 Avg Close — Range —
Q4 2023
Shares 26,150 Value ($000) $1,411 Avg Close — Range —