IWB — ISHARES TR

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which OXFORD FINANCIAL GROUP, LTD. LLC reported a position in ISHARES TR (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.52% (2016 Q4)
Avg. % of fund
1.38%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,731 -78 -0.3% 0.61% $11.1M $373.44
2025 Q3 REDUCED 29,809 -241 -0.8% 0.62% $10.9M $364.40
2025 Q2 REDUCED 30,050 -400 -1.3% 0.61% $10.2M $337.67
2025 Q1 REDUCED 30,450 -1,827 -5.7% 0.66% $9.3M $304.25
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01%
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