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iShares Russell 1000 Growth Index shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 42k 303.17
2023-09-30 $12M 46k 265.99
2023-06-30 $13M 48k 275.18
2023-03-31 $35M 94k 367.03
2022-12-31 $24M 112k 214.25
2022-09-30 $13M 64k 210.42
2022-06-30 $14M 64k 218.71
2022-03-31 $17M 60k 277.65
2021-12-31 $18M 59k 305.61
2021-09-30 $16M 59k 274.05
2021-06-30 $16M 60k 271.49
2021-03-31 $15M 61k 243.02
2020-12-31 $15M 62k 241.14
2020-09-30 $13M 62k 216.88
2020-06-30 $12M 63k 191.95
2020-03-31 $9.4M 63k 150.66
2019-12-31 $11M 65k 175.92
2019-09-30 $11M 69k 159.63
2019-06-30 $11M 71k 157.34
2019-03-31 $11M 72k 151.35
2018-12-31 $10M 78k 130.90
2018-09-30 $12M 74k 155.98
2018-06-30 $11M 76k 143.79
2018-03-31 $11M 78k 136.07
2017-12-31 $11M 83k 134.69
2017-09-30 $2.8M 22k 125.05
2017-06-30 $2.9M 24k 119.01
2017-03-31 $2.8M 24k 113.82
2016-12-31 $2.7M 26k 104.91
2016-09-30 $2.9M 28k 104.15
2016-06-30 $3.1M 31k 100.32
2016-03-31 $2.6M 27k 99.77
2015-12-31 $2.8M 29k 99.47
2015-09-30 $2.5M 27k 92.98
2015-06-30 $2.6M 27k 99.00
2015-03-31 $2.6M 27k 98.92
2014-12-31 $2.8M 29k 95.62
2014-09-30 $2.7M 29k 91.64
2014-06-30 $2.7M 30k 90.92
2014-03-31 $2.7M 31k 86.55
2013-12-31 $2.7M 31k 85.95
2013-09-30 $2.5M 31k 78.20
2013-06-30 $2.3M 32k 72.73
2013-03-31 $2.6M 37k 71.37
2012-12-31 $1.9M 30k 65.50
2012-09-30 $1.5M 23k 66.68
2012-06-30 $1.3M 20k 63.25
2012-03-31 $1.4M 21k 66.10
2011-12-31 $930k 16k 57.80
2011-09-30 $871k 17k 52.60
2011-06-30 $977k 16k 60.86

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Stifel Financial
Churchill Management Corp.

View all funds holding iShares Russell 1000 Growth Index