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iShares S&P SmallCap 600 Index shares owned by Oakmont Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 154k 110.52
2023-12-31 $19M 171k 108.25
2023-09-30 $15M 154k 94.33
2023-06-30 $2.9M 30k 99.65
2023-03-31 $2.8M 29k 96.70
2022-12-31 $3.0M 32k 94.64
2022-09-30 $2.6M 30k 87.18
2022-06-30 $2.5M 27k 92.40
2022-03-31 $535k 5.0k 107.78
2021-12-31 $228k 2.0k 114.46
2021-06-30 $203k 1.8k 113.22
2021-03-31 $209k 1.9k 108.29
2019-12-31 $322k 3.8k 83.88
2019-09-30 $294k 3.8k 77.82
2018-12-31 $201k 2.3k 87.20
2018-09-30 $215k 2.5k 87.04
2018-06-30 $210k 2.5k 83.57
2016-03-31 $285k 2.5k 112.38
2015-12-31 $279k 2.5k 110.23
2015-09-30 $263k 2.5k 106.43
2015-06-30 $292k 2.5k 117.74
2015-03-31 $293k 2.5k 118.15
2014-12-31 $282k 2.5k 114.22