IA
OAKM

IFP Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

IFP Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.39M Buy
54,239
+38,230
+239% +$982K 0.04% 467
2025
Q1 		$391K Buy
+16,009
New +$391K 0.01% 856