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iShares Russell Midcap Index Fund shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Index Fund by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 40k 77.73
2023-09-30 $3.9M 57k 69.25
2023-06-30 $4.1M 56k 73.03
2023-03-31 $7.8M 62k 126.36
2022-12-31 $8.3M 123k 67.45
2022-09-30 $3.0M 48k 62.16
2022-06-30 $3.0M 46k 64.67
2022-03-31 $3.5M 45k 78.05
2021-12-31 $3.3M 40k 83.01
2021-09-30 $3.8M 49k 78.23
2021-06-30 $3.9M 49k 79.25
2021-03-31 $3.6M 49k 73.94
2020-12-31 $3.6M 52k 68.55
2020-09-30 $3.3M 57k 57.38
2020-06-30 $4.9M 92k 53.60
2020-03-31 $545k 13k 43.20
2019-12-31 $742k 12k 59.65
2019-09-30 $707k 13k 55.95
2019-06-30 $729k 13k 55.87
2019-03-31 $671k 12k 53.96
2018-12-31 $1.0M 22k 46.47
2018-09-30 $732k 3.3k 220.61
2018-06-30 $714k 3.4k 212.25
2018-03-31 $709k 3.4k 206.52
2017-12-31 $600k 2.9k 208.04
2017-09-30 $468k 2.4k 197.05
2017-06-30 $537k 2.8k 192.13
2017-03-31 $443k 2.4k 187.08
2016-12-31 $495k 2.8k 178.89
2016-09-30 $426k 2.4k 174.52
2016-06-30 $396k 2.4k 168.01
2016-03-31 $384k 2.4k 162.92
2015-12-31 $433k 2.7k 160.31
2015-09-30 $444k 2.9k 155.46
2015-06-30 $516k 3.0k 170.24
2015-03-31 $533k 3.1k 173.28
2014-12-31 $527k 3.2k 166.98
2014-09-30 $613k 3.9k 158.32
2014-06-30 $665k 4.1k 162.63
2014-03-31 $778k 5.0k 154.76
2013-12-31 $663k 4.4k 150.07
2013-09-30 $633k 4.5k 139.15
2013-06-30 $605k 4.7k 129.94
2013-03-31 $838k 6.6k 127.22
2012-12-31 $733k 6.5k 113.10
2012-09-30 $760k 6.9k 110.82
2012-06-30 $1.2M 11k 105.34
2012-03-31 $1.3M 11k 110.75
2011-12-31 $1.2M 12k 98.46
2011-09-30 $1.5M 17k 88.25
2011-06-30 $3.7M 34k 109.34

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund