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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by HPM Partners

Quarter filed Position value Share count Share price at filing
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