iShares Russell 2000 Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 13k | 246.72 |
| 2025-06-30 | $1.8M | 8.5k | 215.79 |
| 2025-03-31 | $1.1M | 5.7k | 199.50 |
| 2024-12-31 | $1.2M | 5.6k | 220.96 |
| 2024-09-30 | $1.1M | 5.2k | 220.88 |
| 2024-06-30 | $1.3M | 6.3k | 202.89 |
| 2024-03-31 | $1.5M | 7.3k | 210.30 |
| 2023-12-31 | $1.3M | 6.6k | 200.70 |
| 2023-09-30 | $1.3M | 7.2k | 176.75 |
| 2023-06-30 | $1.3M | 6.8k | 187.26 |
| 2023-03-31 | $3.7M | 14k | 268.88 |
| 2022-12-31 | $2.5M | 14k | 174.34 |
| 2022-09-30 | $1.2M | 7.1k | 164.96 |
| 2022-06-30 | $930k | 5.5k | 169.40 |
| 2022-03-31 | $1.5M | 7.3k | 205.26 |
| 2021-12-31 | $1.8M | 7.9k | 222.49 |
| 2021-09-30 | $1.5M | 6.7k | 218.75 |
| 2021-06-30 | $1.6M | 7.1k | 229.38 |
| 2021-03-31 | $1.6M | 7.1k | 220.85 |
| 2020-12-31 | $1.4M | 7.2k | 196.08 |
| 2020-09-30 | $1.1M | 7.3k | 149.77 |
| 2020-06-30 | $1.0M | 7.3k | 143.15 |
| 2020-03-31 | $917k | 8.0k | 114.50 |
| 2019-12-31 | $1.5M | 9.3k | 165.69 |
| 2019-09-30 | $1.2M | 8.1k | 151.29 |
| 2019-06-30 | $1.4M | 9.0k | 155.49 |
| 2019-03-31 | $1.2M | 7.9k | 153.15 |
| 2018-12-31 | $1.3M | 9.8k | 133.89 |
| 2018-09-30 | $1.2M | 7.3k | 168.55 |
| 2018-06-30 | $1.2M | 7.3k | 163.78 |
| 2018-03-31 | $1.0M | 6.8k | 151.83 |
| 2017-12-31 | $978k | 6.4k | 152.57 |
| 2017-09-30 | $470k | 3.2k | 147.98 |
| 2017-06-30 | $485k | 3.4k | 140.82 |
| 2017-03-31 | $439k | 3.2k | 137.45 |
| 2016-12-31 | $348k | 2.6k | 135.04 |
| 2016-09-30 | $365k | 2.9k | 124.07 |
| 2016-06-30 | $510k | 4.4k | 114.74 |
| 2016-03-31 | $366k | 3.3k | 110.61 |
| 2015-12-31 | $495k | 4.4k | 112.60 |
| 2015-09-30 | $491k | 4.5k | 109.23 |
| 2015-06-30 | $559k | 4.2k | 131.68 |
| 2015-03-31 | $545k | 4.4k | 124.34 |
| 2014-12-31 | $526k | 4.4k | 119.60 |
| 2014-09-30 | $393k | 3.6k | 109.41 |
| 2014-06-30 | $405k | 3.4k | 118.70 |
| 2014-03-31 | $522k | 4.5k | 116.44 |
| 2013-12-31 | $384k | 3.3k | 115.28 |
| 2013-09-30 | $365k | 3.4k | 106.69 |
| 2013-06-30 | $334k | 3.4k | 97.06 |
| 2013-03-31 | $205k | 2.2k | 94.64 |
| 2012-12-31 | $266k | 3.2k | 84.44 |
| 2012-09-30 | $341k | 4.1k | 83.48 |
| 2012-06-30 | $324k | 4.1k | 79.51 |
| 2012-03-31 | $342k | 4.1k | 82.71 |
| 2011-12-31 | $337k | 4.6k | 73.82 |
| 2011-09-30 | $237k | 3.7k | 64.33 |