ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 79 Value ($000) $7 Avg Close — Range —
Q3 2025
Shares 79 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 79 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 79 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 79 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 79 Value ($000) $8 Avg Close — Range —
Q2 2024
Shares 79 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 79 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 752 Value ($000) $69 Avg Close — Range —
Q3 2023
Shares 673 Value ($000) $53 Avg Close — Range —
Q2 2023
Shares 673 Value ($000) $58 Avg Close — Range —
Q1 2023
Shares 673 Value ($000) $57 Avg Close — Range —
Q4 2022
Shares 673 Value ($000) $57 Avg Close — Range —
Q3 2022
Shares 1,313 Value ($000) $107 Avg Close — Range —
Q2 2022
Shares 640 Value ($000) $59 Avg Close — Range —
Q1 2022
Shares 640 Value ($000) $69 Avg Close — Range —