iShares Russell 1000 Value Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $979k | 4.8k | 203.60 |
| 2025-06-30 | $1.0M | 5.2k | 194.22 |
| 2025-03-31 | $977k | 5.2k | 188.18 |
| 2024-12-31 | $2.2M | 12k | 185.13 |
| 2024-09-30 | $819k | 4.3k | 189.78 |
| 2024-06-30 | $752k | 4.3k | 174.47 |
| 2024-03-31 | $837k | 4.7k | 179.13 |
| 2023-12-31 | $3.0M | 18k | 165.25 |
| 2023-09-30 | $778k | 5.1k | 151.83 |
| 2023-06-30 | $1.2M | 7.9k | 157.84 |
| 2023-03-31 | $1.2M | 7.8k | 152.26 |
| 2022-12-31 | $1.2M | 8.1k | 151.65 |
| 2022-09-30 | $922k | 6.8k | 135.97 |
| 2022-06-30 | $1.3M | 9.2k | 145.01 |
| 2022-03-31 | $1.6M | 9.8k | 165.95 |
| 2021-12-31 | $1.9M | 11k | 167.89 |
| 2021-09-30 | $1.6M | 9.9k | 156.54 |
| 2021-06-30 | $1.7M | 11k | 158.62 |
| 2021-03-31 | $1.3M | 8.8k | 151.52 |
| 2020-12-31 | $619k | 4.5k | 136.80 |
| 2020-09-30 | $1.1M | 9.6k | 118.10 |
| 2020-06-30 | $1.2M | 10k | 112.59 |
| 2020-03-31 | $1.1M | 11k | 99.18 |
| 2019-12-31 | $2.0M | 14k | 136.46 |
| 2019-09-30 | $1.8M | 14k | 128.27 |
| 2019-06-30 | $876k | 6.9k | 127.20 |
| 2019-03-31 | $948k | 7.7k | 123.49 |
| 2018-12-31 | $716k | 5.7k | 126.57 |
| 2018-09-30 | $716k | 5.7k | 126.57 |
| 2018-06-30 | $734k | 6.1k | 121.32 |
| 2018-03-31 | $763k | 6.4k | 120.03 |
| 2017-12-31 | $739k | 5.9k | 124.39 |
| 2017-09-30 | $692k | 5.8k | 118.47 |
| 2017-06-30 | $667k | 5.7k | 116.47 |
| 2017-03-31 | $634k | 5.5k | 114.98 |
| 2016-12-31 | $644k | 5.7k | 112.06 |
| 2016-09-30 | $617k | 5.8k | 105.69 |
| 2016-06-30 | $661k | 6.4k | 103.15 |
| 2016-03-31 | $633k | 6.4k | 98.78 |
| 2015-12-31 | $627k | 6.4k | 97.85 |
| 2015-09-30 | $612k | 6.6k | 93.32 |
| 2015-06-30 | $1.3M | 13k | 103.18 |
| 2015-03-31 | $1.3M | 13k | 103.10 |
| 2014-12-31 | $1.4M | 13k | 104.50 |
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