iShares Russell Midcap Value Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.8M | 48k | 164.60 |
| 2026-03-31 | $5.3M | 36k | 145.82 |
| 2025-12-31 | $3.5M | 25k | 140.97 |
| 2025-09-30 | $2.3M | 17k | 139.60 |
| 2025-06-30 | $2.2M | 16k | 132.30 |
| 2025-03-31 | $2.1M | 17k | 125.97 |
| 2024-12-31 | $3.1M | 24k | 130.41 |
| 2024-09-30 | $3.2M | 24k | 132.25 |
| 2024-06-30 | $1.6M | 14k | 120.74 |
| 2024-03-31 | $1.7M | 14k | 125.33 |
| 2023-12-31 | $1.6M | 14k | 116.26 |
| 2023-09-30 | $521k | 5.0k | 104.54 |
| 2023-06-30 | $1.0M | 9.2k | 109.88 |
| 2023-03-31 | $830k | 7.8k | 105.94 |
| 2022-12-31 | $968k | 9.2k | 105.29 |
| 2022-09-30 | $522k | 5.4k | 96.17 |
| 2022-06-30 | $549k | 5.4k | 101.55 |
| 2022-03-31 | $466k | 3.9k | 119.52 |
| 2021-12-31 | $242k | 2.0k | 122.16 |
| 2021-09-30 | $223k | 2.0k | 113.26 |
| 2021-06-30 | $220k | 1.9k | 115.18 |
| 2020-12-31 | $498k | 5.1k | 97.04 |
| 2020-09-30 | $551k | 6.8k | 80.86 |
| 2020-06-30 | $1.3M | 17k | 76.53 |
| 2020-03-31 | $8.2M | 128k | 64.10 |
| 2019-12-31 | $2.4M | 26k | 94.77 |
| 2019-09-30 | $2.2M | 24k | 89.70 |
| 2019-06-30 | $1.5M | 17k | 89.13 |
| 2018-12-31 | $228k | 3.0k | 76.51 |
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