iShares S&P 500 Growth Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 23k | 122.00 |
| 2025-06-30 | $2.5M | 22k | 110.10 |
| 2025-03-31 | $2.2M | 24k | 92.83 |
| 2024-12-31 | $2.3M | 22k | 101.53 |
| 2024-09-30 | $2.2M | 23k | 95.75 |
| 2024-06-30 | $2.1M | 23k | 92.54 |
| 2024-03-31 | $2.0M | 24k | 84.44 |
| 2023-12-31 | $1.5M | 20k | 75.10 |
| 2023-09-30 | $1.2M | 17k | 68.42 |
| 2023-06-30 | $1.2M | 17k | 70.48 |
| 2023-03-31 | $3.2M | 34k | 95.85 |
| 2022-12-31 | $2.2M | 37k | 58.51 |
| 2022-09-30 | $1.1M | 19k | 57.83 |
| 2022-06-30 | $913k | 15k | 60.37 |
| 2022-03-31 | $3.2M | 42k | 76.37 |
| 2021-12-31 | $2.3M | 28k | 83.66 |
| 2021-09-30 | $1.4M | 19k | 73.92 |
| 2021-06-30 | $1.2M | 17k | 72.76 |
| 2021-03-31 | $844k | 13k | 65.08 |
| 2020-12-31 | $842k | 13k | 63.84 |
| 2020-09-30 | $664k | 2.9k | 231.12 |
| 2020-06-30 | $1.0M | 4.9k | 207.59 |
| 2020-03-31 | $594k | 3.6k | 165.23 |
| 2019-12-31 | $655k | 3.4k | 193.84 |
| 2019-09-30 | $796k | 4.4k | 180.01 |
| 2019-06-30 | $576k | 3.2k | 179.38 |
| 2019-03-31 | $563k | 3.3k | 172.38 |
| 2018-12-31 | $432k | 2.9k | 150.73 |
| 2018-09-30 | $514k | 2.9k | 177.24 |
| 2018-06-30 | $465k | 2.9k | 162.76 |
| 2018-03-31 | $459k | 3.0k | 155.12 |
| 2017-12-31 | $464k | 3.0k | 152.73 |
| 2017-09-30 | $425k | 3.0k | 143.39 |
| 2017-06-30 | $415k | 3.0k | 136.96 |
| 2017-03-31 | $392k | 3.0k | 131.59 |
| 2016-12-31 | $379k | 3.1k | 121.83 |
| 2016-09-30 | $328k | 2.7k | 121.62 |
| 2016-06-30 | $308k | 2.6k | 116.62 |
| 2016-03-31 | $298k | 2.6k | 115.95 |
| 2015-12-31 | $401k | 3.5k | 115.73 |
| 2015-09-30 | $374k | 3.5k | 107.94 |
| 2015-06-30 | $315k | 2.8k | 113.84 |
| 2015-03-31 | $242k | 2.1k | 113.94 |
| 2014-12-31 | $217k | 1.3k | 163.77 |