iShares Russell Midcap Value Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 30k | 116.29 |
| 2023-09-30 | $3.1M | 30k | 104.34 |
| 2023-06-30 | $3.6M | 33k | 109.84 |
| 2023-03-31 | $11M | 66k | 159.31 |
| 2022-12-31 | $7.3M | 70k | 105.34 |
| 2022-09-30 | $3.5M | 37k | 96.05 |
| 2022-06-30 | $3.8M | 38k | 101.57 |
| 2022-03-31 | $4.8M | 40k | 119.64 |
| 2021-12-31 | $4.8M | 40k | 122.37 |
| 2021-09-30 | $4.5M | 40k | 113.25 |
| 2021-06-30 | $4.8M | 42k | 114.97 |
| 2021-03-31 | $4.9M | 45k | 109.30 |
| 2020-12-31 | $4.6M | 48k | 96.96 |
| 2020-09-30 | $3.9M | 48k | 80.84 |
| 2020-06-30 | $3.8M | 49k | 76.52 |
| 2020-03-31 | $3.2M | 50k | 64.08 |
| 2019-12-31 | $5.2M | 55k | 94.78 |
| 2019-09-30 | $5.5M | 61k | 89.70 |
| 2019-06-30 | $6.4M | 72k | 89.13 |
| 2019-03-31 | $6.6M | 77k | 86.86 |
| 2018-12-31 | $6.1M | 80k | 76.35 |
| 2018-09-30 | $7.5M | 83k | 90.25 |
| 2018-06-30 | $7.9M | 90k | 88.49 |
| 2018-03-31 | $8.1M | 94k | 86.43 |
| 2017-12-31 | $8.3M | 93k | 89.15 |
| 2017-09-30 | $204k | 2.4k | 85.11 |
| 2017-06-30 | $201k | 2.4k | 83.89 |
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