ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 29,731 Value ($000) $11,103 Avg Close — Range —
Q3 2025
Shares 29,809 Value ($000) $10,895 Avg Close — Range —
Q2 2025
Shares 30,050 Value ($000) $10,204 Avg Close — Range —
Q1 2025
Shares 30,450 Value ($000) $9,340 Avg Close — Range —
Q4 2024
Shares 32,277 Value ($000) $10,398 Avg Close — Range —
Q3 2024
Shares 32,755 Value ($000) $10,298 Avg Close — Range —
Q2 2024
Shares 36,258 Value ($000) $10,788 Avg Close — Range —
Q1 2024
Shares 36,018 Value ($000) $10,374 Avg Close — Range —
Q4 2023
Shares 40,908 Value ($000) $10,729 Avg Close — Range —
Q3 2023
Shares 41,349 Value ($000) $9,713 Avg Close — Range —
Q2 2023
Shares 41,977 Value ($000) $10,231 Avg Close — Range —
Q1 2023
Shares 42,919 Value ($000) $9,667 Avg Close — Range —
Q4 2022
Shares 26,438 Value ($000) $5,566 Avg Close — Range —
Q3 2022
Shares 26,438 Value ($000) $5,217 Avg Close — Range —
Q2 2022
Shares 26,578 Value ($000) $5,522 Avg Close — Range —
Q1 2022
Shares 16,891 Value ($000) $4,224 Avg Close — Range —
Q4 2021
Shares 19,664 Value ($000) $5,200 Avg Close — Range —
Q3 2021
Shares 32,867 Value ($000) $7,944 Avg Close — Range —
Q2 2021
Shares 35,414 Value ($000) $8,573 Avg Close — Range —
Q1 2021
Shares 35,331 Value ($000) $7,908 Avg Close — Range —
Q4 2020
Shares 35,331 Value ($000) $7,485 Avg Close — Range —
Q3 2020
Shares 33,333 Value ($000) $6,238 Avg Close — Range —
Q2 2020
Shares 34,113 Value ($000) $5,857 Avg Close — Range —
Q1 2020
Shares 34,335 Value ($000) $4,859 Avg Close — Range —
Q4 2019
Shares 34,335 Value ($000) $6,126 Avg Close — Range —
Q3 2019
Shares 29,451 Value ($000) $4,846 Avg Close — Range —
Q2 2019
Shares 29,451 Value ($000) $4,794 Avg Close — Range —
Q1 2019
Shares 29,451 Value ($000) $4,633 Avg Close — Range —
Q4 2018
Shares 29,451 Value ($000) $4,085 Avg Close — Range —
Q3 2018
Shares 29,604 Value ($000) $4,787 Avg Close — Range —
Q2 2018
Shares 30,069 Value ($000) $4,570 Avg Close — Range —
Q1 2018
Shares 28,397 Value ($000) $4,170 Avg Close — Range —
Q4 2017
Shares 33,281 Value ($000) $4,946 Avg Close — Range —
Q3 2017
Shares 31,649 Value ($000) $4,427 Avg Close — Range —
Q2 2017
Shares 30,674 Value ($000) $4,149 Avg Close — Range —
Q1 2017
Shares 30,674 Value ($000) $4,026 Avg Close — Range —
Q4 2016
Shares 30,674 Value ($000) $3,818 Avg Close — Range —