iShares S&P MidCap 400 Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by HPM Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326M | 5.0M | 65.26 |
| 2025-06-30 | $273M | 4.4M | 62.02 |
| 2025-03-31 | $262M | 4.5M | 58.35 |
| 2024-12-31 | $247M | 4.0M | 62.31 |
| 2024-09-30 | $212M | 3.4M | 62.32 |
| 2024-06-30 | $188M | 3.2M | 58.52 |
| 2024-03-31 | $193M | 3.2M | 60.71 |
| 2023-12-31 | $172M | 1.1M | 157.28 |
| 2023-09-30 | $136M | 545k | 250.08 |
| 2023-06-30 | $147M | 562k | 261.48 |
| 2023-03-31 | $75M | 300k | 249.45 |
| 2022-12-31 | $21M | 85k | 241.89 |
| 2022-09-30 | $13M | 57k | 219.26 |
| 2022-06-30 | $13M | 58k | 226.23 |
| 2022-03-31 | $7.6M | 29k | 268.32 |
| 2021-12-31 | $5.4M | 19k | 283.06 |
| 2021-09-30 | $4.6M | 18k | 263.09 |
| 2021-06-30 | $4.8M | 18k | 268.72 |
| 2021-03-31 | $4.8M | 19k | 260.30 |
| 2020-12-31 | $4.3M | 19k | 229.84 |
| 2020-09-30 | $3.7M | 20k | 185.31 |
| 2020-06-30 | $3.7M | 21k | 177.81 |
| 2020-03-31 | $3.1M | 22k | 143.89 |
| 2019-12-31 | $4.8M | 23k | 205.85 |
| 2019-09-30 | $3.6M | 19k | 193.24 |
| 2019-06-30 | $2.9M | 15k | 194.27 |
| 2019-03-31 | $2.0M | 11k | 189.36 |
| 2018-12-31 | $2.4M | 14k | 166.07 |
| 2018-09-30 | $2.6M | 13k | 201.30 |
| 2018-06-30 | $2.3M | 12k | 194.76 |
| 2018-03-31 | $2.4M | 13k | 187.60 |
| 2017-12-31 | $2.5M | 13k | 189.80 |
| 2017-09-30 | $1.9M | 11k | 178.86 |
| 2017-03-31 | $1.8M | 11k | 171.24 |