iShares Russell 3000 Value Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.1M | 70k | 101.39 |
| 2025-12-31 | $3.4M | 34k | 101.85 |
| 2025-09-30 | $2.8M | 28k | 99.95 |
| 2025-06-30 | $2.5M | 26k | 94.63 |
| 2025-03-31 | $2.8M | 30k | 92.29 |
| 2024-12-31 | $2.8M | 30k | 92.60 |
| 2024-09-30 | $2.7M | 28k | 95.49 |
| 2024-06-30 | $2.4M | 27k | 88.13 |
| 2024-03-31 | $1.9M | 21k | 88.79 |
| 2023-12-31 | $1.7M | 20k | 84.33 |
| 2023-09-30 | $1.3M | 17k | 74.62 |
| 2023-06-30 | $1.5M | 19k | 78.26 |
| 2023-03-31 | $1.1M | 15k | 73.78 |
| 2022-12-31 | $367k | 5.2k | 70.63 |
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