iShares S&P 500 Growth Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 269k | 75.10 |
| 2023-09-30 | $10M | 152k | 68.57 |
| 2023-06-30 | $21M | 295k | 70.48 |
| 2023-03-31 | $17M | 268k | 63.64 |
| 2022-12-31 | $14M | 237k | 58.50 |
| 2022-09-30 | $10M | 172k | 57.85 |
| 2022-06-30 | $12M | 201k | 60.35 |
| 2022-03-31 | $6.8M | 89k | 76.36 |
| 2021-12-31 | $7.2M | 87k | 83.67 |
| 2021-09-30 | $5.6M | 76k | 73.91 |
| 2021-06-30 | $5.6M | 76k | 72.73 |
| 2021-03-31 | $8.9M | 137k | 65.11 |
| 2020-12-31 | $8.9M | 140k | 63.82 |
| 2020-09-30 | $6.9M | 30k | 231.08 |
| 2020-06-30 | $6.5M | 31k | 207.49 |
| 2020-03-31 | $5.2M | 31k | 165.07 |
| 2019-12-31 | $6.2M | 32k | 193.66 |
| 2019-09-30 | $4.6M | 25k | 180.05 |
| 2019-06-30 | $4.6M | 26k | 179.24 |
| 2019-03-31 | $4.4M | 25k | 172.35 |
| 2018-12-31 | $3.6M | 24k | 150.68 |
| 2018-09-30 | $4.2M | 24k | 177.16 |
| 2018-06-30 | $3.9M | 24k | 162.59 |
| 2018-03-31 | $3.4M | 22k | 155.07 |
| 2017-12-31 | $3.5M | 23k | 152.76 |
| 2017-09-30 | $3.2M | 22k | 143.44 |
| 2017-03-31 | $1.7M | 13k | 131.53 |