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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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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
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