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iShares Russell Midcap Growth Idx. shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 9.4k 137.39
2025-12-31 $600k 4.4k 135.57
2025-09-30 $725k 5.0k 144.16
2025-06-30 $631k 4.5k 138.68
2025-03-31 $640k 5.4k 117.49
2024-12-31 $690k 5.4k 126.75
2024-09-30 $639k 5.4k 117.29
2024-06-30 $635k 5.8k 110.35
2024-03-31 $630k 5.5k 114.14
2023-12-31 $577k 5.5k 104.46
2023-09-30 $439k 4.8k 91.35
2023-06-30 $454k 4.7k 96.63
2023-03-31 $1.5M 11k 136.60
2022-12-31 $919k 11k 83.58
2022-09-30 $431k 5.5k 78.39
2022-06-30 $458k 5.8k 79.18
2022-03-31 $576k 5.7k 100.52
2021-12-31 $660k 5.7k 115.18
2021-09-30 $627k 5.6k 112.08
2021-06-30 $633k 5.6k 113.16
2021-03-31 $453k 4.4k 102.12
2020-12-31 $413k 4.0k 102.74
2020-09-30 $341k 2.0k 172.75
2020-06-30 $312k 2.0k 158.05
2020-03-31 $239k 2.0k 121.57
2019-12-31 $300k 2.0k 152.59
2019-09-30 $261k 1.9k 141.08
2019-06-30 $264k 1.9k 142.70
2019-03-31 $254k 1.9k 135.47
2018-12-31 $213k 1.9k 113.60
2018-09-30 $255k 1.9k 135.35
2018-06-30 $250k 2.0k 126.77
2018-03-31 $241k 2.0k 122.77
2017-12-31 $237k 2.0k 120.73
2017-09-30 $271k 2.4k 113.29
2017-06-30 $258k 2.4k 107.86
2017-03-31 $248k 2.4k 103.68
2016-12-31 $233k 2.4k 97.41
2016-09-30 $233k 2.4k 97.45
2016-06-30 $216k 2.3k 93.75
2016-03-31 $287k 3.1k 92.16

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Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
First Command Advisory Services
UBS Group
LPL Financial
Ameriprise Financial
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Growth Idx.