iShares Russell Midcap Value Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares Russell Midcap Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Value Index held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 25k | 132.25 |
| 2024-06-30 | $3.2M | 27k | 120.74 |
| 2024-03-31 | $3.5M | 28k | 125.33 |
| 2023-12-31 | $3.5M | 30k | 116.29 |
| 2023-09-30 | $3.1M | 30k | 104.34 |
| 2023-06-30 | $3.6M | 33k | 109.84 |
| 2023-03-31 | $11M | 66k | 159.31 |
| 2022-12-31 | $7.3M | 70k | 105.34 |
| 2022-09-30 | $3.5M | 37k | 96.05 |
| 2022-06-30 | $3.8M | 38k | 101.57 |
| 2022-03-31 | $4.8M | 40k | 119.64 |
| 2021-12-31 | $4.8M | 40k | 122.37 |
| 2021-09-30 | $4.5M | 40k | 113.25 |
| 2021-06-30 | $4.8M | 42k | 114.97 |
| 2021-03-31 | $4.9M | 45k | 109.30 |
| 2020-12-31 | $4.6M | 48k | 96.96 |
| 2020-09-30 | $3.9M | 48k | 80.84 |
| 2020-06-30 | $3.8M | 49k | 76.52 |
| 2020-03-31 | $3.2M | 50k | 64.08 |
| 2019-12-31 | $5.2M | 55k | 94.78 |
| 2019-09-30 | $5.5M | 61k | 89.70 |
| 2019-06-30 | $6.4M | 72k | 89.13 |
| 2019-03-31 | $6.6M | 77k | 86.86 |
| 2018-12-31 | $6.1M | 80k | 76.35 |
| 2018-09-30 | $7.5M | 83k | 90.25 |
| 2018-06-30 | $7.9M | 90k | 88.49 |
| 2018-03-31 | $8.1M | 94k | 86.43 |
| 2017-12-31 | $8.3M | 93k | 89.15 |
| 2017-09-30 | $204k | 2.4k | 85.11 |
| 2017-06-30 | $201k | 2.4k | 83.89 |
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index