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
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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 |
|---|---|---|---|
| 2025-09-30 | $7.6M | 59k | 129.72 |
| 2025-06-30 | $7.0M | 56k | 123.58 |
| 2025-03-31 | $6.2M | 51k | 119.73 |
| 2024-12-31 | $5.7M | 46k | 124.96 |
| 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 |
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