HI
XOEF

Harbour Investments’s iShares S&P 500 ex S&P 100 ETF XOEF Stock Holding History

Harbour Investments’s Portfolio XOEF Stock Details XOEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+7,402
New +$212K ﹤0.01% 1547

Other funds holding XOEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments's XOEF Position: Q2 2026 in Review

Harbour Investments opened a new position in iShares S&P 500 ex S&P 100 ETF (XOEF) in Q2 2026: 7,402 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings.

4 funds tracked by Wall St. Rank hold XOEF as of Q2 2026.

  • Harbour Investments held 7,402 shares of iShares S&P 500 ex S&P 100 ETF worth $223K as of Q2 2026.
  • iShares S&P 500 ex S&P 100 ETF was a new Harbour Investments position in Q2 2026.
  • iShares S&P 500 ex S&P 100 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1547 holding.
  • 4 funds tracked by Wall St. Rank held iShares S&P 500 ex S&P 100 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.