HBK Sorce Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
28,336
+257
| +0.9% | +$95.8K | 0.23% | 38 |
|
|
2025
Q4 | $10.6M | Sell |
28,079
-420
| -1% | -$156K | 0.24% | 41 |
|
|
2025
Q3 | $10.4M | Sell |
28,499
-1,023
| -3% | -$360K | 0.26% | 37 |
|
|
2025
Q2 | $10M | Sell |
29,522
-4
| -0% | -$1.26K | 0.27% | 35 |
|
|
2025
Q1 | $9.06M | Sell |
29,526
-504
| -2% | -$163K | 0.27% | 36 |
|
|
2024
Q4 | $9.67M | Sell |
30,030
-174
| -0.6% | -$56.4K | 0.29% | 36 |
|
|
2024
Q3 | $9.5M | Buy |
30,204
+42
| +0.1% | +$12.7K | 0.29% | 36 |
|
|
2024
Q2 | $8.97M | Sell |
30,162
-298
| -1% | -$85.6K | 0.31% | 34 |
|
|
2024
Q1 | $8.77M | Sell |
30,460
-409
| -1% | -$112K | 0.31% | 37 |
|
|
2023
Q4 | $8.1M | Sell |
30,869
-272
| -0.9% | -$66.6K | 0.31% | 33 |
|
|
2023
Q3 | $7.32M | Sell |
31,141
-945
| -3% | -$231K | 0.32% | 37 |
|
|
2023
Q2 | $7.82M | Sell |
32,086
-2,542
| -7% | -$585K | 0.33% | 38 |
|
|
2023
Q1 | $7.8M | Sell |
34,628
-33,006
| -49% | -$7.26M | 0.35% | 36 |
|
|
2022
Q4 | $14.2M | Buy |
67,634
+34,360
| +103% | +$7.27M | 0.38% | 40 |
|
|
2022
Q3 | $6.57M | Sell |
33,274
-175
| -0.5% | -$38.4K | 0.44% | 38 |
|
|
2022
Q2 | $6.95M | Buy |
33,449
+7,231
| +28% | +$1.63M | 0.51% | 27 |
|
|
2022
Q1 | $6.56M | Sell |
26,218
-7,290
| -22% | -$1.8M | 0.36% | 42 |
|
|
2021
Q4 | $8.86M | Sell |
33,508
-37
| -0.1% | -$9.52K | 0.45% | 35 |
|
|
2021
Q3 | $8.11M | Sell |
33,545
-852
| -2% | -$212K | 0.45% | 31 |
|
|
2021
Q2 | $8.33M | Sell |
34,397
-314
| -0.9% | -$74K | 0.46% | 31 |
|
|
2021
Q1 | $7.77M | Buy |
34,711
+6,456
| +23% | +$1.41M | 0.46% | 29 |
|
|
2020
Q4 | $5.99M | Sell |
28,255
-981
| -3% | -$196K | 0.37% | 31 |
|
|
2020
Q3 | $5.47M | Sell |
29,236
-323
| -1% | -$59.7K | 0.39% | 32 |
|
|
2020
Q2 | $5.08M | Sell |
29,559
-52
| -0.2% | -$8.41K | 0.38% | 38 |
|
|
2020
Q1 | $4.19M | Sell |
29,611
-655
| -2% | -$111K | 0.41% | 37 |
|
|
2019
Q4 | $5.4M | Sell |
30,266
-96
| -0.3% | -$16.4K | 0.47% | 35 |
|
|
2019
Q3 | $5M | Sell |
30,362
-1,079
| -3% | -$177K | 0.48% | 34 |
|
|
2019
Q2 | $5.12M | Sell |
31,441
-1,068
| -3% | -$171K | 0.49% | 35 |
|
|
2019
Q1 | $5.11M | Sell |
32,509
-3,312
| -9% | -$501K | 0.51% | 37 |
|
|
2018
Q4 | $4.97M | Sell |
35,821
-4,103
| -10% | -$614K | 0.57% | 37 |
|
|
2018
Q3 | $6.46M | Sell |
39,924
-557
| -1% | -$88.4K | 0.73% | 22 |
|
|
2018
Q2 | $6.15M | Sell |
40,481
-798
| -2% | -$120K | 0.71% | 23 |
|
|
2018
Q1 | $6.06M | Sell |
41,279
-12,113
| -23% | -$1.84M | 0.76% | 19 |
|
|
2017
Q4 | $7.93M | Sell |
53,392
-3,629
| -6% | -$526K | 0.94% | 15 |
|
|
2017
Q3 | $7.98M | Sell |
57,021
-2,487
| -4% | -$341K | 1.2% | 11 |
|
|
2017
Q2 | $8.05M | Sell |
59,508
-475
| -0.8% | -$63.4K | 1.29% | 10 |
|
|
2017
Q1 | $7.87M | Sell |
59,983
-489
| -0.8% | -$63.3K | 1.34% | 10 |
|
|
2016
Q4 | $7.53M | Sell |
60,472
-862
| -1% | -$105K | 1.36% | 8 |
|
|
2016
Q3 | $7.39M | Sell |
61,334
-672
| -1% | -$80.8K | 1.47% | 8 |
|
|
2016
Q2 | $7.25M | Sell |
62,006
-3,235
| -5% | -$373K | 1.55% | 8 |
|
|
2016
Q1 | $7.44M | Sell |
65,241
-5,912
| -8% | -$639K | 1.75% | 6 |
|
|
2015
Q4 | $8.06M | Buy |
71,153
+1,913
| +3% | +$219K | 2.11% | 8 |
|
|
2015
Q3 | $7.41M | Sell |
69,240
-1,895
| -3% | -$215K | 2.41% | 6 |
|
|
2015
Q2 | $8.26M | Buy |
+71,135
| New | +$8.39M | 2.81% | 6 |
|
|
2015
Q1 | – | Sell |
-73,190
| Closed | -$8.45M | – | 207 |
|
|
2014
Q4 | $8.39M | Sell |
73,190
-2,284
| -3% | -$256K | 2.89% | 6 |
|
|
2014
Q3 | $8.29M | Sell |
75,474
-1,053
| -1% | -$116K | 3% | 7 |
|
|
2014
Q2 | $8.43M | Sell |
76,527
-13,839
| -15% | -$1.47M | 2.92% | 6 |
|
|
2014
Q1 | $9.47M | Sell |
90,366
-9,000
| -9% | -$926K | 3.46% | 5 |
|
|
2013
Q4 | $10.3M | Sell |
99,366
-4,260
| -4% | -$421K | 3.69% | 4 |
|
|
2013
Q3 | $9.76M | Sell |
103,626
-109,456
| -51% | -$10.2M | 4.03% | 4 |
|
|
2013
Q2 | $19.2M | Buy |
+213,082
| New | +$19.1M | 4.14% | 4 |
|
Other funds holding IWB
HBK Sorce Advisory's IWB Position: Q1 2026 in Review
HBK Sorce Advisory increased its iShares Russell 1000 ETF (IWB) stake by 0.92% in Q1 2026, buying an estimated $95.8K and bringing the position to 28,336 shares worth $11.4M. The position accounts for 0.23% of the portfolio, ranked #38.
HBK Sorce Advisory first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.2M in Q2 2013. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- HBK Sorce Advisory held 28,336 shares of iShares Russell 1000 ETF worth $11.4M as of Q1 2026.
- HBK Sorce Advisory bought 257 iShares Russell 1000 ETF shares in Q1 2026, an estimated $95.8K.
- iShares Russell 1000 ETF made up 0.23% of HBK Sorce Advisory's portfolio in Q1 2026, its #38 holding.
- HBK Sorce Advisory first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
- HBK Sorce Advisory's iShares Russell 1000 ETF position peaked at $19.2M in Q2 2013.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.