iShares Russell 1000 Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 11k | 365.48 |
| 2025-06-30 | $3.9M | 12k | 339.57 |
| 2025-03-31 | $3.3M | 11k | 306.74 |
| 2024-12-31 | $3.4M | 11k | 322.16 |
| 2024-09-30 | $3.3M | 11k | 314.39 |
| 2024-06-30 | $3.2M | 11k | 297.54 |
| 2024-03-31 | $3.1M | 11k | 288.03 |
| 2023-12-31 | $3.0M | 12k | 262.25 |
| 2023-09-30 | $3.7M | 16k | 234.91 |
| 2023-06-30 | $3.9M | 16k | 243.73 |
| 2023-03-31 | $3.6M | 16k | 225.23 |
| 2022-12-31 | $3.6M | 17k | 210.51 |
| 2022-09-30 | $3.7M | 19k | 197.48 |
| 2022-06-30 | $4.8M | 23k | 207.74 |
| 2022-03-31 | $6.3M | 25k | 250.17 |
| 2021-12-31 | $6.7M | 25k | 264.39 |
| 2021-09-30 | $6.3M | 26k | 241.43 |
| 2021-06-30 | $6.5M | 27k | 242.31 |
| 2021-03-31 | $5.8M | 26k | 223.85 |
| 2020-12-31 | $7.1M | 34k | 211.59 |
| 2020-09-30 | $6.3M | 34k | 187.16 |
| 2020-06-30 | $5.8M | 34k | 171.67 |
| 2020-03-31 | $4.9M | 34k | 141.53 |
| 2019-12-31 | $6.2M | 35k | 178.43 |
| 2019-09-30 | $5.8M | 35k | 164.55 |
| 2019-06-30 | $5.9M | 36k | 162.78 |
| 2019-03-31 | $6.1k | 36k | 0.17 |
| 2018-12-31 | $6.0M | 37k | 161.70 |
| 2018-09-30 | $6.0M | 37k | 161.70 |
| 2018-06-30 | $5.6M | 37k | 151.98 |
| 2018-03-31 | $5.1M | 34k | 146.87 |
| 2017-12-31 | $5.0M | 34k | 148.61 |
| 2017-09-30 | $4.7M | 34k | 139.88 |
| 2017-06-30 | $4.8M | 35k | 135.28 |
| 2017-03-31 | $4.8M | 37k | 131.25 |
| 2016-12-31 | $4.6M | 37k | 124.46 |
| 2016-09-30 | $4.8M | 40k | 120.46 |
| 2016-06-30 | $5.1M | 44k | 116.89 |
| 2016-03-31 | $5.2M | 45k | 114.07 |
| 2015-12-31 | $5.1M | 45k | 113.31 |
| 2015-09-30 | $4.9M | 46k | 107.06 |
| 2015-06-30 | $5.3M | 45k | 116.04 |
| 2015-03-31 | $5.4M | 47k | 115.86 |
| 2014-12-31 | $4.8M | 42k | 114.53 |