Heritage Oak Wealth Advisors »

iShares S&P Global Technology Sect. shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Technology Sect. by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $279k 1.9k 144.48
2025-09-30 $254k 2.5k 103.21

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding iShares S&P Global Technology Sect.

Phoenix Holdings
Fisher Investments
Bank of America Corporation
Fil
Jpmorgan Chase & Co
Green Harvest Asset Management
Wells Fargo & Company
Morgan Stanley
LPL Financial
Portfolio Strategies
Royal Bank of Canada
Pictet Asset Management Holding SA
Patten & Patten
BlackRock
Ameriprise Financial

View all funds holding iShares S&P Global Technology Sect.