ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 9,747 Value ($000) $2,399 Avg Close — Range —
Q3 2025
Shares 9,599 Value ($000) $2,323 Avg Close — Range —
Q2 2025
Shares 10,861 Value ($000) $2,344 Avg Close — Range —
Q1 2025
Shares 10,823 Value ($000) $2,159 Avg Close — Range —
Q4 2024
Shares 11,140 Value ($000) $2,461 Avg Close — Range —
Q3 2024
Shares 8,538 Value ($000) $1,886 Avg Close — Range —
Q2 2024
Shares 9,560 Value ($000) $1,940 Avg Close — Range —
Q1 2024
Shares 7,729 Value ($000) $1,625 Avg Close — Range —
Q4 2023
Shares 7,729 Value ($000) $1,551 Avg Close — Range —
Q3 2023
Shares 7,202 Value ($000) $1,273 Avg Close — Range —
Q2 2023
Shares 7,208 Value ($000) $1,350 Avg Close — Range —
Q1 2023
Shares 7,798 Value ($000) $1,391 Avg Close — Range —
Q4 2022
Shares 7,798 Value ($000) $1,360 Avg Close — Range —
Q3 2022
Shares 3,224 Value ($000) $532 Avg Close — Range —
Q2 2022
Shares 3,155 Value ($000) $534 Avg Close — Range —
Q1 2022
Shares 3,435 Value ($000) $705 Avg Close — Range —
Q4 2021
Shares 3,029 Value ($000) $674 Avg Close — Range —
Q3 2021
Shares 1,449 Value ($000) $317 Avg Close — Range —
Q2 2021
Shares 2,332 Value ($000) $535 Avg Close — Range —
Q1 2021
Shares 2,376 Value ($000) $525 Avg Close — Range —
Q4 2020
Shares 2,376 Value ($000) $466 Avg Close — Range —
Q3 2020
Shares 4,292 Value ($000) $643 Avg Close — Range —
Q2 2020
Shares 4,327 Value ($000) $620 Avg Close — Range —
Q1 2020
Shares 4,327 Value ($000) $495 Avg Close — Range —
Q4 2019
Shares 4,607 Value ($000) $763 Avg Close — Range —
Q3 2019
Shares 4,814 Value ($000) $729 Avg Close — Range —
Q2 2019
Shares 4,814 Value ($000) $749 Avg Close — Range —
Q1 2019
Shares 4,814 Value ($000) $737 Avg Close — Range —
Q4 2018
Shares 4,542 Value ($000) $608 Avg Close — Range —
Q3 2018
Shares 4,542 Value ($000) $766 Avg Close — Range —
Q2 2018
Shares 5,207 Value ($000) $853 Avg Close — Range —
Q1 2018
Shares 5,228 Value ($000) $794 Avg Close — Range —
Q4 2017
Shares 5,124 Value ($000) $781 Avg Close — Range —
Q3 2017
Shares 3,388 Value ($000) $502 Avg Close — Range —