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iShares Russell 1000 Value Index shares owned by HMS Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by HMS Capital Management from 13F filings

Historical chart of HMS Capital Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by HMS Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by HMS Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 39k 189.80
2024-06-30 $6.7M 38k 174.47
2024-03-31 $6.9M 38k 179.11
2023-12-31 $8.6M 52k 165.25
2023-09-30 $8.6M 57k 151.82
2023-06-30 $9.0M 57k 157.83
2023-03-31 $8.6M 57k 152.26
2022-12-31 $9.4M 62k 151.65
2022-09-30 $9.7M 71k 135.99
2022-06-30 $11M 77k 144.97
2022-03-31 $13M 81k 165.98
2021-12-31 $13M 77k 167.93
2021-09-30 $11M 68k 156.52
2021-06-30 $11M 69k 158.61
2021-03-31 $5.7M 38k 151.56