HBK Sorce Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.8M | Sell |
152,031
-406,777
| -73% | -$49M | 0.36% | 29 |
|
|
2026
Q1 | $17.3M | Buy |
558,808
+420,912
| +305% | +$47.8M | 0.34% | 29 |
|
|
2025
Q4 | $15.7M | Buy |
137,896
+1,032
| +0.8% | +$122K | 0.36% | 30 |
|
|
2025
Q3 | $16M | Sell |
136,864
-1,404
| -1% | -$156K | 0.4% | 26 |
|
|
2025
Q2 | $14.7M | Sell |
138,268
-6,604
| -5% | -$631K | 0.4% | 26 |
|
|
2025
Q1 | $13.1M | Sell |
144,872
-3,104
| -2% | -$306K | 0.38% | 25 |
|
|
2024
Q4 | $14.9M | Sell |
147,976
-3,304
| -2% | -$325K | 0.45% | 22 |
|
|
2024
Q3 | $14.2M | Sell |
151,280
-8,740
| -5% | -$792K | 0.43% | 23 |
|
|
2024
Q2 | $14.6M | Sell |
160,020
-8,372
| -5% | -$715K | 0.51% | 23 |
|
|
2024
Q1 | $14.2M | Buy |
168,392
+2,028
| +1% | +$163K | 0.5% | 24 |
|
|
2023
Q4 | $12.6M | Sell |
166,364
-18,232
| -10% | -$1.29M | 0.49% | 22 |
|
|
2023
Q3 | $12.3M | Sell |
184,596
-6,384
| -3% | -$441K | 0.54% | 20 |
|
|
2023
Q2 | $13.1M | Sell |
190,980
-2,036
| -1% | -$129K | 0.56% | 19 |
|
|
2023
Q1 | $11.8M | Sell |
193,016
-254,520
| -57% | -$14.7M | 0.54% | 21 |
|
|
2022
Q4 | $24M | Buy |
447,536
+193,680
| +76% | +$10.7M | 0.64% | 19 |
|
|
2022
Q3 | $13.4M | Sell |
253,856
-1,072
| -0.4% | -$63K | 0.89% | 15 |
|
|
2022
Q2 | $13.9M | Buy |
254,928
+13,704
| +6% | +$823K | 1.03% | 12 |
|
|
2022
Q1 | $16.7M | Buy |
241,224
+6,268
| +3% | +$428K | 0.92% | 16 |
|
|
2021
Q4 | $18M | Sell |
234,956
-1,584
| -0.7% | -$117K | 0.91% | 15 |
|
|
2021
Q3 | $16.2M | Sell |
236,540
-2,628
| -1% | -$186K | 0.89% | 17 |
|
|
2021
Q2 | $16.2M | Sell |
239,168
-3,756
| -2% | -$242K | 0.9% | 17 |
|
|
2021
Q1 | $14.8M | Sell |
242,924
-6,176
| -2% | -$376K | 0.88% | 17 |
|
|
2020
Q4 | $15M | Buy |
249,100
+1,372
| +0.6% | +$78.1K | 0.93% | 16 |
|
|
2020
Q3 | $13.4M | Sell |
247,728
-2,416
| -1% | -$127K | 0.95% | 16 |
|
|
2020
Q2 | $12M | Sell |
250,144
-352
| -0.1% | -$15.5K | 0.89% | 15 |
|
|
2020
Q1 | $9.44M | Sell |
250,496
-8,648
| -3% | -$373K | 0.92% | 15 |
|
|
2019
Q4 | $11.4M | Sell |
259,144
-15,120
| -6% | -$631K | 0.99% | 18 |
|
|
2019
Q3 | $10.9M | Sell |
274,264
-8,036
| -3% | -$322K | 1.05% | 16 |
|
|
2019
Q2 | $11.1M | Sell |
282,300
-7,036
| -2% | -$272K | 1.07% | 15 |
|
|
2019
Q1 | $10.9M | Sell |
289,336
-24,376
| -8% | -$876K | 1.09% | 15 |
|
|
2018
Q4 | $10.3M | Buy |
313,712
+18,780
| +6% | +$662K | 1.17% | 14 |
|
|
2018
Q3 | $11.5M | Sell |
294,932
-7,308
| -2% | -$277K | 1.3% | 10 |
|
|
2018
Q2 | $10.9M | Sell |
302,240
-11,148
| -4% | -$393K | 1.25% | 12 |
|
|
2018
Q1 | $10.7M | Sell |
313,388
-17,040
| -5% | -$597K | 1.34% | 11 |
|
|
2017
Q4 | $11.1M | Buy |
330,428
+242,208
| +275% | +$7.94M | 1.31% | 11 |
|
|
2017
Q3 | $2.76M | Sell |
88,220
-9,116
| -9% | -$279K | 0.42% | 38 |
|
|
2017
Q2 | $2.9M | Sell |
97,336
-396
| -0.4% | -$11.6K | 0.46% | 34 |
|
|
2017
Q1 | $2.78M | Sell |
97,732
-4,828
| -5% | -$134K | 0.47% | 33 |
|
|
2016
Q4 | $2.69M | Sell |
102,560
-8,240
| -7% | -$214K | 0.49% | 35 |
|
|
2016
Q3 | $2.88M | Sell |
110,800
-11,016
| -9% | -$286K | 0.57% | 28 |
|
|
2016
Q2 | $3.06M | Buy |
121,816
+15,572
| +15% | +$389K | 0.65% | 23 |
|
|
2016
Q1 | $2.65M | Sell |
106,244
-7,924
| -7% | -$187K | 0.62% | 22 |
|
|
2015
Q4 | $2.84M | Buy |
114,168
+7,612
| +7% | +$190K | 0.74% | 20 |
|
|
2015
Q3 | $2.48M | Buy |
106,556
+372
| +0.4% | +$9.15K | 0.8% | 17 |
|
|
2015
Q2 | $2.63M | Buy |
+106,184
| New | +$2.67M | 0.89% | 17 |
|
|
2015
Q1 | – | Sell |
-116,840
| Closed | -$2.85M | – | 209 |
|
|
2014
Q4 | $2.79M | Buy |
116,840
+208
| +0.2% | +$4.87K | 0.96% | 18 |
|
|
2014
Q3 | $2.67M | Sell |
116,632
-1,720
| -1% | -$39.4K | 0.97% | 16 |
|
|
2014
Q2 | $2.69M | Sell |
118,352
-7,120
| -6% | -$156K | 0.93% | 16 |
|
|
2014
Q1 | $2.71M | Hold |
125,472
| – | – | 0.99% | 16 |
|
|
2013
Q4 | $2.7M | Hold |
125,472
| – | – | 0.97% | 18 |
|
|
2013
Q3 | $2.45M | Sell |
125,472
-744
| -0.6% | -$14.2K | 1.01% | 14 |
|
|
2013
Q2 | $2.29M | Buy |
+126,216
| New | +$2.31M | 0.99% | 14 |
|
Other funds holding IWF
HBK Sorce Advisory's IWF Position: Q2 2026 in Review
HBK Sorce Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 73% in Q2 2026, selling an estimated $49M and leaving 152,031 shares worth $18.8M. The position accounts for 0.36% of the portfolio, ranked #29.
HBK Sorce Advisory first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $24M in Q4 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- HBK Sorce Advisory held 152,031 shares of iShares Russell 1000 Growth ETF worth $18.8M as of Q2 2026.
- HBK Sorce Advisory sold 406,777 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $49M.
- iShares Russell 1000 Growth ETF made up 0.36% of HBK Sorce Advisory's portfolio in Q2 2026, its #29 holding.
- HBK Sorce Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's iShares Russell 1000 Growth ETF position peaked at $24M in Q4 2022.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.