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iShares NASDAQ Biotechnology Index shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $719k 4.3k 168.77

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding iShares NASDAQ Biotechnology Index

Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Branch Banking & Trust Company
WestEnd Advisors
Commerce Bank N A
Wells Fargo & Company
Calamos Advisors
Royal Bank of Canada
Jane Street
Citadel Advisors
Leucadia National Corporation

View all funds holding iShares NASDAQ Biotechnology Index