Ishares Tr rus200 val idx shares owned by HPM Partners
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Ishares Tr rus200 val idx
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr rus200 val idx held by HPM Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr rus200 val idx by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.6k | 87.90 |
| 2025-06-30 | $222k | 2.6k | 84.20 |
| 2025-03-31 | $217k | 2.6k | 82.19 |
| 2024-12-31 | $209k | 2.6k | 79.04 |
| 2024-09-30 | $215k | 2.6k | 81.28 |
| 2024-03-31 | $201k | 2.6k | 76.32 |