ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 6,331 Value ($000) $2,449 Avg Close — Range —
Q3 2025
Shares 6,331 Value ($000) $2,399 Avg Close — Range —
Q2 2025
Shares 6,364 Value ($000) $2,234 Avg Close — Range —
Q1 2025
Shares 6,080 Value ($000) $1,931 Avg Close — Range —
Q4 2024
Shares 6,122 Value ($000) $2,046 Avg Close — Range —
Q3 2024
Shares 6,122 Value ($000) $2,000 Avg Close — Range —
Q2 2024
Shares 6,122 Value ($000) $1,890 Avg Close — Range —
Q1 2024
Shares 6,976 Value ($000) $2,093 Avg Close — Range —
Q4 2023
Shares 6,976 Value ($000) $1,910 Avg Close — Range —
Q3 2023
Shares 6,976 Value ($000) $1,709 Avg Close — Range —
Q2 2023
Shares 6,941 Value ($000) $1,766 Avg Close — Range —
Q1 2023
Shares 6,941 Value ($000) $1,634 Avg Close — Range —
Q4 2022
Shares 6,903 Value ($000) $1,523 Avg Close — Range —
Q3 2022
Shares 6,903 Value ($000) $1,429 Avg Close — Range —
Q2 2022
Shares 6,895 Value ($000) $1,499 Avg Close — Range —
Q1 2022
Shares 7,218 Value ($000) $1,894 Avg Close — Range —
Q4 2021
Shares 7,218 Value ($000) $2,003 Avg Close — Range —
Q3 2021
Shares 6,879 Value ($000) $1,753 Avg Close — Range —
Q2 2021
Shares 6,879 Value ($000) $1,760 Avg Close — Range —
Q1 2021
Shares 6,879 Value ($000) $1,632 Avg Close — Range —
Q4 2020
Shares 6,181 Value ($000) $1,382 Avg Close — Range —
Q3 2020
Shares 6,181 Value ($000) $1,210 Avg Close — Range —
Q2 2020
Shares 6,181 Value ($000) $1,113 Avg Close — Range —
Q1 2020
Shares 6,172 Value ($000) $915 Avg Close — Range —
Q4 2019
Shares 5,747 Value ($000) $1,083 Avg Close — Range —