HPM Partners »

iShares Russell 2000 Value Index shares owned by HPM Partners

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 110k 176.81
2025-06-30 $17M 109k 157.76
2025-03-31 $16M 108k 150.98
2024-12-31 $18M 108k 164.17
2024-09-30 $18M 107k 166.82
2024-06-30 $15M 95k 152.30
2024-03-31 $14M 88k 158.81
2023-12-31 $13M 86k 155.33
2023-09-30 $682k 5.0k 135.77
2023-06-30 $12M 83k 140.80
2023-03-31 $50M 146k 342.92
2022-12-31 $22M 152k 142.37
2022-09-30 $1.6M 12k 128.84
2022-06-30 $1.7M 13k 133.85
2022-03-31 $1.8M 15k 117.09
2021-12-31 $1.7M 15k 112.04
2021-09-30 $1.1M 6.7k 160.15
2021-06-30 $1.1M 6.7k 165.79
2021-03-31 $1.1M 6.7k 159.45
2020-12-31 $869k 6.6k 131.75
2020-09-30 $686k 6.9k 99.33
2020-06-30 $673k 6.9k 97.48
2020-03-31 $572k 7.0k 81.96
2019-12-31 $428k 3.3k 128.49
2019-09-30 $684k 5.7k 119.39
2019-06-30 $278k 2.3k 120.24
2019-03-31 $588k 4.9k 119.88
2018-12-31 $527k 4.9k 107.44
2018-09-30 $251k 1.9k 132.94
2018-06-30 $241k 1.8k 131.98
2018-03-31 $223k 1.8k 122.12
2017-12-31 $239k 1.9k 125.59
2017-09-30 $236k 1.9k 124.01
2017-03-31 $210k 1.8k 117.98

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index