HCA
Heck Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
26,179
-1,324
| -5% | -$82.1K | 0.14% | 80 |
|
|
2025
Q1 | $1.6M | Sell |
27,503
-1,130
| -4% | -$65.9K | 0.18% | 76 |
|
|
2024
Q4 | $1.78M | Sell |
28,633
-1,932
| -6% | -$120K | 0.2% | 66 |
|
|
2024
Q3 | $1.9M | Sell |
30,565
-137,132
| -82% | -$8.55M | 0.22% | 65 |
|
|
2024
Q2 | $9.81M | Buy |
167,697
+8,964
| +6% | +$525K | 1.22% | 23 |
|
|
2024
Q1 | $9.64M | Buy |
158,733
+150,941
| +1,937% | +$9.17M | 1.47% | 22 |
|
|
2023
Q4 | $2.16M | Sell |
7,792
-3,596
| -32% | -$997K | 0.35% | 54 |
|
|
2023
Q3 | $2.84M | Buy |
11,388
+1,346
| +13% | +$336K | 0.53% | 50 |
|
|
2023
Q2 | $2.63M | Buy |
10,042
+2,508
| +33% | +$656K | 0.45% | 52 |
|
|
2023
Q1 | $1.88M | Sell |
7,534
-1,707
| -18% | -$427K | 0.36% | 53 |
|
|
2022
Q4 | $2.24M | Buy |
9,241
+4,833
| +110% | +$1.17M | 0.43% | 51 |
|
|
2022
Q3 | $967K | Sell |
4,408
-202
| -4% | -$44.3K | 0.2% | 65 |
|
|
2022
Q2 | $1.04M | Sell |
4,610
-4,932
| -52% | -$1.12M | 0.21% | 65 |
|
|
2022
Q1 | $2.56M | Sell |
9,542
-100
| -1% | -$26.8K | 0.46% | 49 |
|
|
2021
Q4 | $2.73M | Sell |
9,642
-2,583
| -21% | -$731K | 0.5% | 44 |
|
|
2021
Q3 | $3.22M | Buy |
12,225
+785
| +7% | +$207K | 0.64% | 36 |
|
|
2021
Q2 | $3.07M | Buy |
11,440
+5,964
| +109% | +$1.6M | 0.61% | 36 |
|
|
2021
Q1 | $1.43M | Buy |
5,476
+2,444
| +81% | +$636K | 0.31% | 47 |
|
|
2020
Q4 | $697K | Buy |
3,032
+1,454
| +92% | +$334K | 0.17% | 61 |
|
|
2020
Q3 | $292K | Sell |
1,578
-219
| -12% | -$40.6K | 0.08% | 79 |
|
|
2020
Q2 | $320K | Sell |
1,797
-5,727
| -76% | -$1.02M | 0.07% | 76 |
|
|
2020
Q1 | $1.08M | Sell |
7,524
-1,050
| -12% | -$151K | 0.31% | 30 |
|
|
2019
Q4 | $1.76M | Buy |
8,574
+361
| +4% | +$74.3K | 0.42% | 28 |
|
|
2019
Q3 | $1.59M | Sell |
8,213
-375
| -4% | -$72.5K | 0.49% | 28 |
|
|
2019
Q2 | $1.67M | Sell |
8,588
-139
| -2% | -$27K | 0.45% | 27 |
|
|
2019
Q1 | $1.65M | Buy |
8,727
+607
| +7% | +$115K | 0.49% | 24 |
|
|
2018
Q4 | $1.35M | Buy |
8,120
+40
| +0.5% | +$6.64K | 0.5% | 25 |
|
|
2018
Q3 | $1.63M | Sell |
8,080
-33
| -0.4% | -$6.64K | 0.54% | 26 |
|
|
2018
Q2 | $1.58M | Buy |
8,113
+225
| +3% | +$43.8K | 0.58% | 25 |
|
|
2018
Q1 | $1.48M | Buy |
7,888
+237
| +3% | +$44.5K | 0.65% | 23 |
|
|
2017
Q4 | $1.45M | Buy |
7,651
+546
| +8% | +$104K | 0.71% | 22 |
|
|
2017
Q3 | $1.27M | Buy |
7,105
+614
| +9% | +$110K | 0.68% | 22 |
|
|
2017
Q2 | $1.13M | Sell |
6,491
-1,598
| -20% | -$278K | 0.66% | 22 |
|
|
2017
Q1 | $1.38M | Buy |
8,089
+195
| +2% | +$33.4K | 0.85% | 19 |
|
|
2016
Q4 | $1.31M | Buy |
+7,894
| New | +$1.31M | 0.95% | 19 |
|