iShares Russell 2000 Index shares owned by Oakmont Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 166k | 241.96 |
| 2025-06-30 | $39M | 182k | 215.79 |
| 2025-03-31 | $38M | 190k | 199.49 |
| 2024-12-31 | $43M | 195k | 220.96 |
| 2024-09-30 | $41M | 187k | 220.89 |
| 2024-06-30 | $36M | 178k | 202.89 |
| 2024-03-31 | $37M | 173k | 210.30 |
| 2023-12-31 | $34M | 169k | 200.71 |
| 2023-09-30 | $31M | 173k | 176.74 |
| 2023-06-30 | $33M | 174k | 187.27 |
| 2023-03-31 | $3.6M | 20k | 178.40 |
| 2022-12-31 | $3.9M | 22k | 174.36 |
| 2022-09-30 | $4.3M | 26k | 164.91 |
| 2022-06-30 | $5.9M | 35k | 169.35 |
| 2022-03-31 | $8.0M | 39k | 205.28 |
| 2021-12-31 | $8.8M | 40k | 222.44 |
| 2021-09-30 | $8.9M | 41k | 218.74 |
| 2021-06-30 | $10M | 43k | 233.33 |
| 2021-03-31 | $9.4M | 44k | 216.67 |
| 2020-12-31 | $13M | 65k | 196.06 |
| 2020-09-30 | $9.7M | 65k | 149.79 |
| 2020-06-30 | $9.7M | 68k | 143.19 |
| 2020-03-31 | $7.5M | 66k | 114.47 |
| 2019-12-31 | $13M | 76k | 165.68 |
| 2019-09-30 | $10M | 66k | 151.33 |
| 2019-06-30 | $9.8M | 63k | 155.50 |
| 2019-03-31 | $10k | 63k | 0.16 |
| 2018-12-31 | $10M | 60k | 168.55 |
| 2018-09-30 | $10M | 60k | 168.55 |
| 2018-06-30 | $10M | 61k | 163.77 |
| 2018-03-31 | $8.8M | 58k | 151.82 |
| 2017-12-31 | $8.6M | 56k | 152.46 |
| 2017-09-30 | $8.2M | 55k | 148.19 |
| 2017-06-30 | $7.8M | 55k | 140.93 |
| 2017-03-31 | $7.7M | 56k | 137.49 |
| 2016-12-31 | $7.5M | 56k | 134.84 |
| 2016-09-30 | $7.2M | 58k | 124.21 |
| 2016-06-30 | $6.8M | 59k | 114.99 |
| 2016-03-31 | $6.3M | 57k | 110.63 |
| 2015-12-31 | $6.4M | 57k | 112.62 |
| 2015-09-30 | $6.2M | 57k | 109.20 |
| 2015-06-30 | $7.1M | 57k | 124.86 |
| 2015-03-31 | $7.0M | 56k | 124.37 |
| 2014-12-31 | $6.8M | 57k | 119.58 |