iShares S&P MidCap 400 Value Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 233k | 123.62 |
| 2024-06-30 | $26M | 228k | 113.46 |
| 2024-03-31 | $28M | 234k | 118.21 |
| 2023-12-31 | $27M | 237k | 114.04 |
| 2023-09-30 | $25M | 243k | 101.48 |
| 2023-06-30 | $29M | 273k | 107.13 |
| 2023-03-31 | $51M | 513k | 98.95 |
| 2022-12-31 | $50M | 497k | 100.80 |
| 2022-09-30 | $41M | 460k | 90.00 |
| 2022-06-30 | $44M | 465k | 94.41 |
| 2022-03-31 | $508k | 4.6k | 109.60 |
| 2021-12-31 | $738k | 6.7k | 110.73 |
| 2021-09-30 | $529k | 5.1k | 102.94 |
| 2021-06-30 | $520k | 4.9k | 105.26 |
| 2021-03-31 | $541k | 5.3k | 101.90 |
| 2020-12-31 | $430k | 5.0k | 86.31 |
| 2020-09-30 | $330k | 2.4k | 135.02 |
| 2020-06-30 | $326k | 2.5k | 132.95 |
| 2020-03-31 | $272k | 2.5k | 109.72 |
| 2019-12-31 | $423k | 2.5k | 170.63 |
| 2019-09-30 | $356k | 2.2k | 159.86 |
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