ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 1,200 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 1,200 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 1,200 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 1,200 Value ($000) $169 Avg Close — Range —
Q4 2024
Shares 1,200 Value ($000) $191 Avg Close — Range —
Q3 2024
Shares 1,200 Value ($000) $182 Avg Close — Range —
Q2 2024
Shares 1,200 Value ($000) $181 Avg Close — Range —
Q1 2024
Shares 1,200 Value ($000) $162 Avg Close — Range —
Q4 2023
Shares 1,521 Value ($000) $187 Avg Close — Range —
Q3 2023
Shares 284 Value ($000) $30 Avg Close — Range —
Q2 2023
Shares 284 Value ($000) $31 Avg Close — Range —
Q1 2023
Shares 284 Value ($000) $26 Avg Close — Range —
Q1 2022
Shares 200 Value ($000) $21 Avg Close — Range —
Q4 2021
Shares 200 Value ($000) $23 Avg Close — Range —