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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
2024-09-30 $5.0M 41k 123.62
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

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Oakmont Partners

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index