HPM Partners »

iShares Russell 3000 Index shares owned by HPM Partners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 55k 273.73
2023-09-30 $2.8M 11k 245.87
2023-06-30 $14M 56k 254.48
2023-03-31 $13M 54k 235.41
2022-12-31 $14M 61k 220.68
2022-09-30 $20M 98k 207.04
2022-06-30 $21M 96k 217.39
2022-03-31 $24M 92k 262.36
2021-12-31 $2.4M 8.6k 277.51
2021-09-30 $516k 2.0k 255.07
2021-06-30 $537k 2.1k 255.71
2021-03-31 $450k 1.9k 237.47
2020-12-31 $846k 3.8k 223.51
2018-12-31 $215k 1.5k 147.26