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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

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All positions including Ishares Tr rus200 val idx held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 2.6k 81.28
2024-03-31 $201k 2.6k 76.32

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Tr Etf (SPY)
Procter And Gamble Stock (PG)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IVV)
Vanguard Tax-managed Fds Stock (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Eli Lilly & Co Stock (LLY)
Ishares Tr Stock (AGG)
Ishares Tr Stock (QUAL)
Alphabet Stock (GOOGL)
Facebook Inc cl a (META)

View all positions for HPM Partners

Top funds holding Ishares Tr rus200 val idx

Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Bryn Mawr Trust
Principal Securities
Compton Wealth Advisory Group
Sterling Capital Management
Bp Wealth Management
Commonwealth Equity Services
Bank of America Corporation

View all funds holding Ishares Tr rus200 val idx