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Ishares Tr shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Oregon Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 3.7k 75.74
2025-06-30 $275k 3.7k 74.44
2025-03-31 $250k 3.7k 67.34
2024-12-31 $425k 6.6k 64.62

More positions owned by Oregon Pacific Wealth Management

Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr