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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
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