iShares Russell Midcap Index Fund shares owned by HPM Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82M | 852k | 96.55 |
| 2025-06-30 | $76M | 830k | 91.97 |
| 2025-03-31 | $66M | 778k | 85.07 |
| 2024-12-31 | $65M | 736k | 88.40 |
| 2024-09-30 | $61M | 691k | 88.14 |
| 2024-06-30 | $51M | 632k | 81.08 |
| 2024-03-31 | $50M | 596k | 83.97 |
| 2023-12-31 | $43M | 795k | 54.40 |
| 2023-09-30 | $27M | 386k | 69.55 |
| 2023-06-30 | $39M | 534k | 73.03 |
| 2023-03-31 | $38M | 548k | 69.90 |
| 2022-12-31 | $38M | 570k | 67.45 |
| 2022-09-30 | $7.2M | 115k | 62.15 |
| 2022-06-30 | $7.7M | 118k | 64.66 |
| 2022-03-31 | $8.0M | 102k | 78.04 |
| 2021-12-31 | $11M | 130k | 83.01 |
| 2021-09-30 | $9.9M | 127k | 78.22 |
| 2021-06-30 | $8.5M | 107k | 79.24 |
| 2021-03-31 | $8.4M | 114k | 73.93 |
| 2020-12-31 | $7.8M | 113k | 68.55 |
| 2020-09-30 | $6.2M | 108k | 57.38 |
| 2020-06-30 | $5.1M | 95k | 53.60 |
| 2020-03-31 | $9.4M | 217k | 43.17 |
| 2019-12-31 | $4.8M | 80k | 59.62 |
| 2019-09-30 | $4.3M | 76k | 55.95 |
| 2019-06-30 | $3.2M | 58k | 55.88 |
| 2019-03-31 | $3.0M | 56k | 53.95 |
| 2018-12-31 | $11M | 240k | 46.48 |
| 2018-09-30 | $5.1M | 23k | 220.50 |
| 2018-06-30 | $4.6M | 22k | 212.13 |
| 2018-03-31 | $4.1M | 20k | 206.41 |
| 2017-12-31 | $4.8M | 23k | 208.13 |
| 2017-09-30 | $4.3M | 22k | 197.18 |
| 2017-03-31 | $4.8M | 26k | 187.19 |
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