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iShares Russell 2000 Value Index shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value 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 2000 Value Index by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 11k 166.83
2024-06-30 $1.7M 11k 152.30
2024-03-31 $2.0M 12k 158.81
2023-12-31 $2.7M 17k 155.33
2023-09-30 $2.9M 22k 135.55
2023-06-30 $4.9M 35k 140.80
2023-03-31 $58M 281k 207.29
2022-12-31 $42M 301k 138.67
2022-09-30 $27M 206k 128.93
2022-06-30 $28M 204k 136.15
2022-03-31 $33M 203k 161.41
2021-12-31 $31M 187k 166.05
2021-09-30 $29M 178k 160.23
2021-06-30 $28M 168k 165.77
2021-03-31 $23M 142k 159.47
2020-12-31 $1.1M 8.2k 131.80
2020-09-30 $1.2M 12k 99.30
2020-06-30 $1.5M 15k 97.49
2020-03-31 $1.9M 24k 82.03
2019-12-31 $5.2M 40k 128.59
2019-09-30 $5.0M 42k 119.42
2019-06-30 $5.0M 42k 120.49
2019-03-31 $4.9M 41k 119.91
2018-12-31 $4.4M 41k 107.55
2018-09-30 $478k 3.6k 133.11
2018-06-30 $479k 3.6k 131.81
2018-03-31 $443k 3.6k 121.90
2017-12-31 $457k 3.6k 125.76
2017-09-30 $477k 3.8k 124.12
2017-06-30 $457k 3.8k 118.92
2017-03-31 $454k 3.8k 118.14
2016-12-31 $457k 3.8k 118.95
2016-09-30 $402k 3.8k 104.63
2016-06-30 $370k 3.8k 97.37
2016-03-31 $411k 4.4k 93.11
2015-12-31 $241k 2.6k 92.06
2015-09-30 $236k 2.6k 90.15
2015-06-30 $268k 2.6k 102.06
2015-03-31 $271k 2.6k 103.20
2014-12-31 $251k 2.5k 101.58
2014-09-30 $232k 2.5k 93.36
2014-06-30 $257k 2.5k 103.42
2014-03-31 $251k 2.5k 101.01
2013-12-31 $247k 2.5k 99.40
2013-09-30 $228k 2.5k 91.75
2013-06-30 $213k 2.5k 85.71
2013-03-31 $208k 2.5k 83.70

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Dimensional Etf Trust Us Large Cap Vec (DFVX)
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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 Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index