iShares S&P MidCap 400 Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 61k | 65.26 |
| 2025-06-30 | $3.9M | 62k | 62.02 |
| 2025-03-31 | $5.3M | 90k | 58.35 |
| 2024-12-31 | $5.6M | 90k | 62.31 |
| 2024-09-30 | $5.6M | 90k | 62.32 |
| 2024-06-30 | $5.3M | 91k | 58.52 |
| 2024-03-31 | $5.8M | 95k | 60.74 |
| 2023-12-31 | $7.8M | 28k | 277.15 |
| 2023-09-30 | $4.3M | 17k | 249.34 |
| 2023-06-30 | $1.2M | 4.5k | 261.48 |
| 2023-03-31 | $1.1M | 4.2k | 250.16 |
| 2022-12-31 | $1.1M | 4.5k | 241.89 |
| 2022-09-30 | $804k | 3.7k | 219.37 |
| 2022-06-30 | $732k | 3.2k | 226.21 |
| 2022-03-31 | $569k | 2.1k | 268.27 |
| 2018-09-30 | $202k | 1.0k | 201.40 |