iShares Russell 3000 Index shares owned by HPM Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 61k | 326.73 |
| 2024-06-30 | $40M | 129k | 308.67 |
| 2024-03-31 | $36M | 121k | 300.08 |
| 2023-12-31 | $15M | 55k | 273.73 |
| 2023-09-30 | $2.8M | 11k | 245.87 |
| 2023-06-30 | $14M | 56k | 254.48 |
| 2023-03-31 | $13M | 54k | 235.41 |
| 2022-12-31 | $14M | 61k | 220.68 |
| 2022-09-30 | $20M | 98k | 207.04 |
| 2022-06-30 | $21M | 96k | 217.39 |
| 2022-03-31 | $24M | 92k | 262.36 |
| 2021-12-31 | $2.4M | 8.6k | 277.51 |
| 2021-09-30 | $516k | 2.0k | 255.07 |
| 2021-06-30 | $537k | 2.1k | 255.71 |
| 2021-03-31 | $1.1M | 4.6k | 237.14 |
| 2020-12-31 | $846k | 3.8k | 223.51 |
| 2018-12-31 | $215k | 1.5k | 147.26 |