ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

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

Q4 2025
Shares 43,847 Value ($000) $5,405 Avg Close — Range —
Q3 2025
Shares 40,314 Value ($000) $4,867 Avg Close — Range —
Q2 2025
Shares 39,102 Value ($000) $4,305 Avg Close — Range —
Q1 2025
Shares 40,314 Value ($000) $3,742 Avg Close — Range —
Q4 2024
Shares 38,261 Value ($000) $3,885 Avg Close — Range —
Q3 2024
Shares 31,266 Value ($000) $2,994 Avg Close — Range —
Q2 2024
Shares 31,266 Value ($000) $2,893 Avg Close — Range —
Q1 2024
Shares 45,907 Value ($000) $3,876 Avg Close — Range —
Q4 2023
Shares 45,907 Value ($000) $3,448 Avg Close — Range —
Q3 2023
Shares 35,983 Value ($000) $2,462 Avg Close — Range —
Q2 2023
Shares 49,833 Value ($000) $3,512 Avg Close — Range —
Q1 2023
Shares 49,833 Value ($000) $3,184 Avg Close — Range —
Q4 2022
Shares 49,833 Value ($000) $2,915 Avg Close — Range —
Q3 2022
Shares 62,163 Value ($000) $3,596 Avg Close — Range —
Q2 2022
Shares 62,163 Value ($000) $3,752 Avg Close — Range —
Q1 2022
Shares 64,663 Value ($000) $4,939 Avg Close — Range —
Q4 2021
Shares 64,663 Value ($000) $5,410 Avg Close — Range —
Q3 2021
Shares 6,396 Value ($000) $473 Avg Close — Range —
Q2 2021
Shares 6,396 Value ($000) $465 Avg Close — Range —
Q1 2021
Shares 6,396 Value ($000) $416 Avg Close — Range —
Q4 2020
Shares 6,396 Value ($000) $408 Avg Close — Range —
Q3 2020
Shares 1,599 Value ($000) $369 Avg Close — Range —