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iShares Dow Jones US Medical Dev. shares owned by Oak Root

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Oak Root from 13F filings

Historical chart of Oak Root investment in iShares Dow Jones US Medical Dev.

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All positions including iShares Dow Jones US Medical Dev. held by Oak Root consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Oak Root

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 91k 59.22
2024-06-30 $5.0M 89k 56.04
2024-03-31 $5.0M 85k 58.59

More positions owned by Oak Root

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for Oak Root

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
International Assets Investment Management
Point72 Asset Management
Goldman Sachs Group
Raymond James & Associates
Commonwealth Equity Services
RiverFront Investment Group

View all funds holding iShares Dow Jones US Medical Dev.