iShares S&P 1500 Index Fund shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 42k | 145.65 |
| 2025-06-30 | $4.3M | 32k | 135.04 |
| 2025-03-31 | $4.9M | 40k | 122.01 |
| 2024-12-31 | $5.1M | 39k | 128.62 |
| 2024-09-30 | $4.5M | 36k | 125.62 |
| 2024-06-30 | $5.3M | 44k | 118.78 |
| 2024-03-31 | $4.6M | 40k | 115.30 |
| 2023-12-31 | $2.4M | 23k | 105.23 |
| 2023-09-30 | $2.1M | 22k | 94.19 |
| 2023-06-30 | $1.4M | 14k | 97.84 |
| 2023-03-31 | $1.3M | 14k | 90.55 |
| 2022-12-31 | $2.6M | 31k | 84.80 |
| 2022-09-30 | $2.1M | 26k | 79.53 |
| 2022-06-30 | $2.5M | 30k | 83.76 |
| 2022-03-31 | $3.0M | 29k | 100.94 |
| 2021-12-31 | $2.9M | 28k | 106.97 |
| 2021-09-30 | $2.8M | 29k | 98.37 |
| 2021-06-30 | $2.6M | 27k | 98.75 |
| 2021-03-31 | $2.3M | 25k | 91.60 |
| 2020-12-31 | $1.8M | 21k | 86.23 |
| 2020-09-30 | $1.5M | 20k | 75.48 |
| 2020-06-30 | $1.3M | 19k | 69.42 |
| 2020-03-31 | $923k | 16k | 57.21 |
| 2019-12-31 | $1.3M | 18k | 72.69 |
| 2019-09-30 | $1.0M | 15k | 67.08 |
| 2019-06-30 | $768k | 12k | 66.65 |
| 2019-03-31 | $681k | 11k | 64.38 |