Ishares Tr usa min vo shares owned by Oakmont Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 70k | 91.31 |
| 2024-06-30 | $6.2M | 74k | 83.96 |
| 2024-03-31 | $16M | 196k | 83.58 |
| 2023-12-31 | $15M | 193k | 78.03 |
| 2023-09-30 | $13M | 183k | 72.38 |
| 2023-06-30 | $14M | 189k | 74.33 |
| 2023-03-31 | $13M | 184k | 72.74 |
| 2022-12-31 | $22M | 305k | 72.10 |
| 2022-09-30 | $18M | 272k | 66.10 |
| 2022-06-30 | $11M | 158k | 70.21 |
| 2022-03-31 | $8.5M | 110k | 77.57 |
| 2021-12-31 | $8.5M | 105k | 80.90 |
| 2021-09-30 | $7.3M | 100k | 73.50 |
| 2021-06-30 | $7.2M | 98k | 73.61 |
| 2021-03-31 | $5.7M | 83k | 69.20 |
| 2020-12-31 | $3.5M | 51k | 67.88 |
| 2020-09-30 | $6.1M | 96k | 63.73 |
| 2020-06-30 | $5.4M | 89k | 60.63 |
| 2020-03-31 | $4.6M | 84k | 54.01 |
| 2019-12-31 | $5.2M | 79k | 65.60 |
| 2019-09-30 | $4.8M | 75k | 64.10 |
| 2019-06-30 | $3.4M | 56k | 61.70 |
| 2019-03-31 | $27k | 45k | 0.60 |
| 2018-12-31 | $292k | 5.1k | 57.06 |
| 2018-09-30 | $292k | 5.1k | 57.06 |