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iShares S&P 100 Index shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 217 332.84
2025-06-30 $66k 217 304.35

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Lincoln National Corporation (LNC)
Caterpillar (CAT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Motorola Solutions Com New (MSI)

View all positions for Oak Harbor Wealth Partners

Top funds holding iShares S&P 100 Index

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Fifth Third Bancorp
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Morgan Stanley
BlackRock
CWM
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Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index