iShares S&P MidCap 400 Value Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value 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 Value Index by Oakmont Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.8M | 34k | 113.46 |
2024-03-31 | $683k | 5.8k | 118.29 |
2023-12-31 | $625k | 5.5k | 114.04 |
2023-09-30 | $553k | 5.5k | 100.92 |
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