HBK Sorce Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HBK Sorce Advisory’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	9,423 +5,001	+113%	+$677K	0.03%	205
2025 Q4	$599K	Sell	4,422 -127	-3%	-$17.7K	0.01%	338
2025 Q3	$650K	Hold	4,549	–	–	0.02%	304
2025 Q2	$631K	Sell	4,549 -896	-16%	-$113K	0.02%	300
2025 Q1	$640K	Hold	5,445	–	–	0.02%	294
2024 Q4	$690K	Hold	5,445	–	–	0.02%	277
2024 Q3	$639K	Sell	5,445 -313	-5%	-$35K	0.02%	286
2024 Q2	$635K	Buy	5,758 +239	+4%	+$26.3K	0.02%	289
2024 Q1	$630K	Hold	5,519	–	–	0.02%	291
2023 Q4	$577K	Buy	5,519 +718	+15%	+$68.1K	0.02%	291
2023 Q3	$439K	Buy	4,801 +105	+2%	+$10K	0.02%	338
2023 Q2	$454K	Sell	4,696 -802	-15%	-$73.1K	0.02%	353
2023 Q1	$501K	Sell	5,498 -5,498	-50%	-$491K	0.02%	319
2022 Q4	$919K	Buy	10,996 +5,498	+100%	+$463K	0.02%	306
2022 Q3	$431K	Sell	5,498 -286	-5%	-$24.6K	0.03%	295
2022 Q2	$458K	Buy	5,784 +54	+0.9%	+$4.7K	0.03%	255
2022 Q1	$576K	Hold	5,730	–	–	0.03%	280
2021 Q4	$660K	Buy	5,730 +136	+2%	+$15.9K	0.03%	282
2021 Q3	$627K	Hold	5,594	–	–	0.03%	278
2021 Q2	$633K	Buy	5,594 +1,158	+26%	+$124K	0.03%	285
2021 Q1	$453K	Buy	4,436 +416	+10%	+$43.5K	0.03%	320
2020 Q4	$413K	Buy	4,020 +72	+2%	+$6.85K	0.03%	306
2020 Q3	$341K	Hold	3,948	–	–	0.02%	329
2020 Q2	$312K	Buy	3,948 +16	+0.4%	+$1.16K	0.02%	317
2020 Q1	$239K	Hold	3,932	–	–	0.02%	332
2019 Q4	$300K	Buy	3,932 +232	+6%	+$17K	0.03%	347
2019 Q3	$261K	Hold	3,700	–	–	0.03%	352
2019 Q2	$264K	Sell	3,700 -50	-1%	-$3.48K	0.03%	348
2019 Q1	$254K	Hold	3,750	–	–	0.03%	362
2018 Q4	$213K	Sell	3,750 -18	-0.5%	-$1.09K	0.02%	347
2018 Q3	$255K	Sell	3,768 -176	-4%	-$11.7K	0.03%	328
2018 Q2	$250K	Buy	3,944 +18	+0.5%	+$1.13K	0.03%	332
2018 Q1	$241K	Hold	3,926	–	–	0.03%	322
2017 Q4	$237K	Sell	3,926 -858	-18%	-$50.4K	0.03%	343
2017 Q3	$271K	Hold	4,784	–	–	0.04%	262
2017 Q2	$258K	Hold	4,784	–	–	0.04%	259
2017 Q1	$248K	Hold	4,784	–	–	0.04%	266
2016 Q4	$233K	Buy	4,784 +2	+0%	+$96	0.04%	270
2016 Q3	$233K	Buy	4,782 +174	+4%	+$8.44K	0.05%	257
2016 Q2	$216K	Sell	4,608 -1,620	-26%	-$74.9K	0.05%	245
2016 Q1	$287K	Buy	+6,228	New	+$269K	0.07%	191

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HBK Sorce Advisory's IWP Position: Q1 2026 in Review

HBK Sorce Advisory increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 113% in Q1 2026, buying an estimated $677K and bringing the position to 9,423 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #205.

HBK Sorce Advisory first reported a position in IWP in Q1 2016 and has held it in 41 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

HBK Sorce Advisory held 9,423 shares of iShares Russell Mid-Cap Growth ETF worth $1.29M as of Q1 2026.
HBK Sorce Advisory bought 5,001 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $677K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #205 holding.
HBK Sorce Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 41 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.