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
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Quarterly reported holdings in iShares Russell 2000 Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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