Ishares Tr dev val factor shares owned by HPM Partners
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 76k | 35.48 |
| 2025-06-30 | $2.5M | 76k | 32.89 |
| 2025-03-31 | $2.3M | 77k | 30.31 |
| 2024-12-31 | $2.3M | 84k | 27.11 |
| 2024-09-30 | $471k | 16k | 29.53 |
| 2024-06-30 | $414k | 15k | 27.44 |
| 2024-03-31 | $330k | 12k | 28.23 |
| 2023-12-31 | $303k | 11k | 26.51 |
| 2023-06-30 | $332k | 13k | 25.45 |
| 2023-03-31 | $224k | 9.0k | 24.79 |
| 2022-12-31 | $230k | 9.9k | 23.17 |