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iShares S&P SmallCap 600 Index shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 65k 116.96
2024-06-30 $6.9M 65k 106.66
2024-03-31 $7.7M 70k 110.52
2023-12-31 $7.1M 65k 108.25
2023-09-30 $6.7M 71k 94.33
2023-06-30 $7.6M 76k 99.65
2023-03-31 $22M 152k 145.09
2022-12-31 $15M 155k 94.64
2022-09-30 $7.5M 86k 87.19
2022-06-30 $7.9M 85k 92.41
2022-03-31 $10M 96k 107.89
2021-12-31 $12M 101k 114.51
2021-09-30 $11M 100k 109.19
2021-06-30 $12M 104k 112.98
2021-03-31 $12M 113k 108.53
2020-12-31 $10M 112k 91.90
2020-09-30 $8.0M 114k 70.23
2020-06-30 $10M 147k 68.29
2020-03-31 $10M 184k 56.11
2019-12-31 $17M 201k 83.85
2019-09-30 $16M 203k 77.84
2019-06-30 $17M 217k 78.28
2019-03-31 $18M 233k 77.15
2018-12-31 $16M 232k 69.32
2018-09-30 $20M 229k 87.24
2018-06-30 $19M 231k 83.46
2018-03-31 $18M 227k 77.05
2017-12-31 $17M 222k 76.81
2017-09-30 $7.8M 105k 74.23
2017-06-30 $7.1M 102k 70.11
2017-03-31 $6.6M 96k 69.17
2016-12-31 $5.3M 38k 137.54
2016-09-30 $2.9M 23k 124.16
2016-06-30 $2.3M 20k 116.23
2016-03-31 $2.3M 21k 110.59
2015-12-31 $842k 7.6k 110.17
2015-09-30 $810k 7.6k 106.62
2015-06-30 $918k 7.8k 117.89
2015-03-31 $824k 7.0k 118.05
2014-12-31 $704k 6.2k 114.14
2014-09-30 $635k 6.1k 104.37
2014-06-30 $633k 5.6k 112.15
2014-03-31 $636k 5.8k 110.05
2013-12-31 $643k 5.9k 109.21
2013-09-30 $582k 5.8k 99.74
2013-06-30 $533k 5.9k 90.34
2012-09-30 $462k 6.0k 77.03
2012-06-30 $439k 6.0k 73.19
2012-03-31 $466k 6.1k 76.36
2011-12-31 $367k 5.4k 68.29
2011-09-30 $284k 4.8k 58.62
2011-06-30 $336k 4.6k 73.25

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for HBK Sorce Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index