iShares S&P 500 Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178M | 266k | 669.30 |
| 2025-06-30 | $167M | 270k | 620.90 |
| 2025-03-31 | $153M | 273k | 561.90 |
| 2024-12-31 | $160M | 272k | 588.68 |
| 2024-09-30 | $157M | 272k | 576.82 |
| 2024-06-30 | $148M | 270k | 547.23 |
| 2024-03-31 | $143M | 271k | 525.73 |
| 2023-12-31 | $128M | 268k | 477.63 |
| 2023-09-30 | $116M | 270k | 429.43 |
| 2023-06-30 | $112M | 250k | 445.71 |
| 2023-03-31 | $4.7M | 12k | 411.10 |
| 2022-12-31 | $5.1M | 13k | 384.21 |
| 2022-09-30 | $5.7M | 16k | 358.64 |
| 2022-06-30 | $5.1M | 14k | 379.25 |
| 2022-03-31 | $4.8M | 11k | 453.73 |
| 2021-12-31 | $4.6M | 9.7k | 476.97 |
| 2021-09-30 | $4.0M | 9.2k | 430.84 |
| 2021-06-30 | $3.6M | 8.4k | 429.91 |
| 2021-03-31 | $2.9M | 7.4k | 397.85 |
| 2020-12-31 | $2.8M | 7.5k | 375.34 |
| 2020-09-30 | $2.6M | 7.9k | 336.13 |
| 2020-06-30 | $2.1M | 6.9k | 309.55 |
| 2020-03-31 | $1.7M | 6.8k | 258.39 |
| 2019-12-31 | $2.8M | 8.6k | 323.28 |
| 2019-09-30 | $2.5M | 8.5k | 298.47 |
| 2019-06-30 | $2.3M | 8.0k | 294.52 |
| 2019-03-31 | $2.3M | 8.7k | 261.90 |
| 2018-12-31 | $2.3M | 8.8k | 256.89 |
| 2018-09-30 | $1.6M | 5.4k | 292.63 |
| 2018-06-30 | $1.3M | 4.9k | 273.10 |