iShares S&P 500 Value Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 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 500 Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 103k | 206.51 |
| 2025-06-30 | $20M | 100k | 195.42 |
| 2025-03-31 | $15M | 81k | 190.58 |
| 2024-12-31 | $15M | 77k | 190.91 |
| 2024-09-30 | $14M | 72k | 197.17 |
| 2024-06-30 | $13M | 71k | 182.01 |
| 2024-03-31 | $15M | 80k | 186.66 |
| 2023-12-31 | $14M | 79k | 173.88 |
| 2023-09-30 | $11M | 71k | 154.13 |
| 2023-06-30 | $11M | 65k | 161.19 |
| 2023-03-31 | $11M | 70k | 151.11 |
| 2022-12-31 | $11M | 49k | 222.29 |
| 2022-09-30 | $6.9M | 54k | 128.51 |
| 2022-06-30 | $7.3M | 53k | 137.47 |
| 2022-03-31 | $807k | 41k | 19.89 |
| 2021-12-31 | $802k | 33k | 24.47 |
| 2021-09-30 | $641k | 4.4k | 145.38 |
| 2021-06-30 | $782k | 5.3k | 147.66 |
| 2021-03-31 | $1.1M | 7.6k | 141.18 |
| 2020-12-31 | $1.1M | 8.6k | 128.07 |
| 2020-09-30 | $1.1M | 9.4k | 112.45 |
| 2020-06-30 | $1.0M | 9.4k | 108.13 |
| 2020-03-31 | $1.1M | 11k | 96.27 |
| 2019-12-31 | $1.5M | 12k | 130.12 |
| 2019-09-30 | $642k | 5.4k | 119.26 |
| 2019-06-30 | $617k | 5.3k | 116.66 |
| 2019-03-31 | $591k | 5.2k | 112.74 |
| 2018-12-31 | $484k | 4.8k | 101.13 |
| 2018-09-30 | $435k | 3.8k | 115.78 |
| 2018-06-30 | $436k | 4.0k | 110.07 |
| 2018-03-31 | $422k | 3.9k | 109.21 |
| 2017-12-31 | $471k | 4.1k | 114.15 |
| 2017-09-30 | $337k | 3.1k | 107.81 |
| 2017-03-31 | $325k | 3.1k | 103.97 |