ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 5,995 Value ($000) $1,501 Avg Close — Range —
Q3 2025
Shares 6,086 Value ($000) $1,561 Avg Close — Range —
Q2 2025
Shares 6,086 Value ($000) $1,463 Avg Close — Range —
Q1 2025
Shares 6,090 Value ($000) $1,231 Avg Close — Range —
Q4 2024
Shares 6,125 Value ($000) $1,267 Avg Close — Range —
Q3 2024
Shares 6,289 Value ($000) $1,275 Avg Close — Range —
Q2 2024
Shares 6,289 Value ($000) $1,226 Avg Close — Range —
Q1 2024
Shares 6,289 Value ($000) $1,178 Avg Close — Range —
Q4 2023
Shares 6,289 Value ($000) $987 Avg Close — Range —
Q3 2023
Shares 6,707 Value ($000) $937 Avg Close — Range —
Q2 2023
Shares 6,871 Value ($000) $991 Avg Close — Range —
Q1 2023
Shares 6,871 Value ($000) $955 Avg Close — Range —
Q4 2022
Shares 6,871 Value ($000) $1,003 Avg Close — Range —
Q3 2022
Shares 8,801 Value ($000) $1,154 Avg Close — Range —
Q2 2022
Shares 7,117 Value ($000) $971 Avg Close — Range —
Q1 2022
Shares 8,801 Value ($000) $1,481 Avg Close — Range —
Q4 2021
Shares 9,560 Value ($000) $1,738 Avg Close — Range —
Q3 2021
Shares 9,802 Value ($000) $1,721 Avg Close — Range —
Q2 2021
Shares 8,725 Value ($000) $1,513 Avg Close — Range —
Q1 2021
Shares 9,054 Value ($000) $1,456 Avg Close — Range —
Q4 2020
Shares 9,054 Value ($000) $1,460 Avg Close — Range —