iShares S&P SmallCap 600 Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $238M | 2.0M | 116.96 |
| 2024-06-30 | $199M | 1.9M | 106.66 |
| 2024-03-31 | $199M | 1.8M | 110.41 |
| 2023-12-31 | $170M | 1.6M | 108.25 |
| 2023-09-30 | $114M | 1.2M | 94.39 |
| 2023-06-30 | $136M | 1.4M | 99.65 |
| 2023-03-31 | $121M | 1.3M | 96.60 |
| 2022-12-31 | $115M | 656k | 175.83 |
| 2022-09-30 | $59M | 675k | 87.19 |
| 2022-06-30 | $63M | 677k | 92.41 |
| 2022-03-31 | $12M | 649k | 18.16 |
| 2021-12-31 | $12M | 625k | 18.89 |
| 2021-09-30 | $6.6M | 61k | 109.19 |
| 2021-06-30 | $4.7M | 41k | 112.97 |
| 2021-03-31 | $4.1M | 38k | 108.53 |
| 2020-12-31 | $3.4M | 37k | 91.90 |
| 2020-09-30 | $2.6M | 37k | 70.23 |
| 2020-06-30 | $4.8M | 70k | 68.28 |
| 2020-03-31 | $4.3M | 77k | 56.11 |
| 2019-12-31 | $5.8M | 69k | 83.86 |
| 2019-09-30 | $7.3M | 94k | 77.84 |
| 2019-06-30 | $8.7M | 111k | 78.29 |
| 2019-03-31 | $8.0M | 104k | 77.15 |
| 2018-12-31 | $7.1M | 103k | 69.32 |
| 2018-09-30 | $8.5M | 98k | 87.24 |
| 2018-06-30 | $8.1M | 97k | 83.46 |
| 2018-03-31 | $5.9M | 77k | 77.00 |
| 2017-12-31 | $6.5M | 85k | 76.82 |
| 2017-09-30 | $6.2M | 83k | 74.22 |
| 2017-03-31 | $4.9M | 72k | 69.16 |
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