iShares Russell 1000 Value Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 215k | 203.58 |
| 2025-06-30 | $42M | 217k | 194.23 |
| 2025-03-31 | $42M | 222k | 188.16 |
| 2024-12-31 | $43M | 230k | 185.20 |
| 2024-09-30 | $37M | 196k | 189.80 |
| 2024-06-30 | $33M | 189k | 174.47 |
| 2024-03-31 | $34M | 187k | 178.88 |
| 2023-12-31 | $30M | 806k | 37.07 |
| 2023-09-30 | $17M | 112k | 152.16 |
| 2023-06-30 | $29M | 182k | 157.83 |
| 2023-03-31 | $53M | 348k | 152.24 |
| 2022-12-31 | $52M | 283k | 181.67 |
| 2022-09-30 | $11M | 82k | 136.00 |
| 2022-06-30 | $12M | 80k | 144.96 |
| 2022-03-31 | $3.5M | 79k | 44.15 |
| 2021-12-31 | $3.6M | 75k | 47.70 |
| 2021-09-30 | $2.4M | 16k | 156.53 |
| 2021-06-30 | $2.4M | 15k | 158.64 |
| 2021-03-31 | $2.6M | 17k | 151.56 |
| 2020-12-31 | $2.0M | 15k | 136.76 |
| 2020-09-30 | $1.7M | 15k | 118.13 |
| 2020-06-30 | $1.8M | 16k | 112.60 |
| 2020-03-31 | $1.6M | 16k | 99.16 |
| 2019-12-31 | $3.1M | 23k | 136.48 |
| 2019-09-30 | $2.3M | 18k | 128.24 |
| 2019-06-30 | $900k | 7.1k | 127.26 |
| 2019-03-31 | $2.8M | 23k | 123.50 |
| 2018-12-31 | $7.5M | 67k | 111.05 |
| 2018-09-30 | $903k | 7.1k | 126.65 |
| 2018-06-30 | $869k | 7.2k | 121.44 |
| 2018-03-31 | $762k | 6.4k | 119.89 |
| 2017-12-31 | $803k | 6.5k | 124.30 |
| 2017-09-30 | $843k | 7.1k | 118.55 |
| 2017-03-31 | $685k | 6.0k | 114.86 |
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