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HERITAGE OAK WEALTH ADVISORS LLC → ETHA
HERITAGE OAK WEALTH ADVISORS LLC ETHA Position History
iShares Ethereum Trust ETF
Quarters held
64
Latest value
$1M
Q3 2026
Peak value
$22M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $346K |
| Q3 2025 | $273K |
| Q3 2025 | $4.2M |
| Q3 2025 | $420K |
| Q3 2025 | $254K |
| Q3 2025 | $431K |
| Q3 2025 | $241K |
| Q3 2025 | $316K |
| Q3 2025 | $1.2M |
| Q3 2025 | $244K |
| Q3 2025 | $457K |
| Q3 2025 | $2.6M |
| Q3 2025 | $2.1M |
| Q3 2025 | $3.6M |
| Q3 2025 | $2.4M |
| Q3 2025 | $23K |
| Q4 2025 | $2.7M |
| Q4 2025 | $5.1M |
| Q4 2025 | $2.9M |
| Q4 2025 | $212K |
| Q4 2025 | $1.2M |
| Q4 2025 | $719K |
| Q4 2025 | $476K |
| Q4 2025 | $337K |
| Q4 2025 | $318K |
| Q4 2025 | $656K |
| Q4 2025 | $330K |
| Q4 2025 | $447K |
| Q4 2025 | $2M |
| Q4 2025 | $201K |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.3M |
| Q4 2025 | $2.4M |
| Q1 2026 | $206K |
| Q1 2026 | $716K |
| Q1 2026 | $315K |
| Q1 2026 | $402K |
| Q1 2026 | $387K |
| Q1 2026 | $7.2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $228K |
| Q2 2026 | $279K |
| Q2 2026 | $22M |
| Q2 2026 | $298K |
| Q2 2026 | $320K |
| Q2 2026 | $411K |
| Q2 2026 | $383K |
| Q2 2026 | $526K |
| Q2 2026 | $334K |
| Q2 2026 | $798K |
| Q2 2026 | $1.4M |
| Q2 2026 | $6.4M |
| Q3 2026 | $21M |
| Q3 2026 | $1.3M |
| Q3 2026 | $5M |
| Q3 2026 | $228K |
| Q3 2026 | $301K |
| Q3 2026 | $371K |
| Q3 2026 | $330K |
| Q3 2026 | $300K |
| Q3 2026 | $366K |
| Q3 2026 | $363K |
| Q3 2026 | $325K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 10.1K | — | — |
| Q3 2026 | $325K | 1.0K | — | — |
| Q3 2026 | $363K | 3.3K | — | — |
| Q3 2026 | $366K | 4.1K | — | — |
| Q3 2026 | $300K | 3.0K | — | — |
| Q3 2026 | $330K | 1.2K | — | — |
| Q3 2026 | $371K | 1.3K | — | — |
| Q3 2026 | $301K | 2.0K | — | — |
| Q3 2026 | $228K | 2.4K | — | — |
| Q3 2026 | $5M | 29.9K | — | — |
| Q3 2026 | $1.3M | 51.9K | — | — |
| Q3 2026 | $21M | 68.9K | — | — |
| Q2 2026 | $6.4M | 63.7K | — | — |
| Q2 2026 | $1.4M | 38.6K | — | — |
| Q2 2026 | $798K | 18.8K | — | — |
| Q2 2026 | $334K | 973 | — | — |
| Q2 2026 | $526K | 19.2K | — | — |
| Q2 2026 | $383K | 3.5K | — | — |
| Q2 2026 | $411K | 4.3K | — | — |
| Q2 2026 | $320K | 3.0K | — | — |
| Q2 2026 | $298K | 1.2K | — | — |
| Q2 2026 | $22M | 232.8K | — | — |
| Q2 2026 | $279K | 1.9K | — | — |
| Q2 2026 | $228K | 2.3K | — | — |
| Q2 2026 | $1.4M | 48.6K | — | — |
| Q1 2026 | $7.2M | 72.0K | — | — |
| Q1 2026 | $387K | 3.5K | — | — |
| Q1 2026 | $402K | 4.2K | — | — |
| Q1 2026 | $315K | 3.0K | — | — |
| Q1 2026 | $716K | 4.2K | — | — |
| Q1 2026 | $206K | 2.1K | — | — |
| Q4 2025 | $2.4M | 23.6K | — | — |
| Q4 2025 | $3.3M | 87.5K | — | — |
| Q4 2025 | $1.9M | 44.0K | — | — |
| Q4 2025 | $201K | 4.2K | — | — |
| Q4 2025 | $2M | 9.1K | — | — |
| Q4 2025 | $447K | 4.1K | — | — |
| Q4 2025 | $330K | 3.5K | — | — |
| Q4 2025 | $656K | 8.1K | — | — |
| Q4 2025 | $318K | 3.0K | — | — |
| Q4 2025 | $337K | 5.2K | — | — |
| Q4 2025 | $476K | 1.9K | — | — |
| Q4 2025 | $719K | 4.3K | — | — |
| Q4 2025 | $1.2M | 12.0K | — | — |
| Q4 2025 | $212K | 2.1K | — | — |
| Q4 2025 | $2.9M | 4.2K | — | — |
| Q4 2025 | $5.1M | 34.6K | — | — |
| Q4 2025 | $2.7M | 10.5K | — | — |
| Q3 2025 | $23K | 100 | — | — |
| Q3 2025 | $2.4M | 23.7K | — | — |
| Q3 2025 | $3.6M | 95.3K | — | — |
| Q3 2025 | $2.1M | 48.4K | — | — |
| Q3 2025 | $2.6M | 12.5K | — | — |
| Q3 2025 | $457K | 4.1K | — | — |
| Q3 2025 | $244K | 2.6K | — | — |
| Q3 2025 | $1.2M | 14.5K | — | — |
| Q3 2025 | $316K | 3.0K | — | — |
| Q3 2025 | $241K | 1.2K | — | — |
| Q3 2025 | $431K | 4.5K | — | — |
| Q3 2025 | $254K | 2.5K | — | — |
| Q3 2025 | $420K | 628 | — | — |
| Q3 2025 | $4.2M | 29.1K | — | — |
| Q3 2025 | $273K | 10.9K | — | — |
| Q3 2025 | $346K | 1.4K | — | — |