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iShares Russell Midcap Index Fund shares owned by Oakmont Partners

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $41M 466k 88.40
2024-09-30 $40M 452k 88.14
2024-06-30 $36M 440k 81.08
2024-03-31 $36M 428k 84.09
2023-12-31 $33M 420k 77.73
2023-09-30 $29M 421k 69.25
2023-06-30 $30M 415k 73.03
2023-03-31 $1.5M 22k 69.92
2022-12-31 $1.7M 26k 67.45
2022-09-30 $1.9M 30k 62.14
2022-06-30 $1.9M 30k 64.67
2022-03-31 $2.5M 32k 78.04
2021-12-31 $2.6M 32k 83.01
2021-09-30 $2.6M 33k 78.21
2021-06-30 $2.7M 34k 79.24
2021-03-31 $2.2M 30k 73.94
2020-12-31 $2.2M 33k 68.55
2020-09-30 $1.9M 33k 57.38
2020-06-30 $1.8M 34k 53.60
2020-03-31 $1.6M 36k 43.17
2019-12-31 $2.2M 37k 59.63
2019-09-30 $2.0M 35k 55.96
2019-06-30 $1.7M 30k 55.89
2019-03-31 $7.1k 31k 0.23
2018-12-31 $1.8M 8.2k 218.42
2018-09-30 $1.8M 8.1k 220.49
2018-06-30 $1.9M 8.8k 212.19
2018-03-31 $1.9M 9.1k 206.44
2017-12-31 $1.8M 8.6k 208.11
2017-09-30 $1.6M 8.3k 197.21
2017-06-30 $1.6M 8.4k 192.12
2017-03-31 $1.6M 8.5k 187.24
2016-12-31 $1.5M 8.6k 178.87
2016-09-30 $1.6M 9.0k 174.35
2016-06-30 $1.6M 9.3k 168.22
2016-03-31 $1.5M 9.5k 162.95
2015-12-31 $1.5M 9.5k 160.22
2015-09-30 $1.5M 9.5k 155.54
2015-06-30 $1.6M 9.2k 170.32
2015-03-31 $1.7M 9.6k 173.12
2014-12-31 $1.5M 9.2k 167.79

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Oakmont Partners

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Ameriprise Financial
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund