Heck Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Heck Capital Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Sell	18,071 -1,283	-7%	-$182K	0.16%	83
2026 Q1	$2.56M	Sell	19,354 -2,547	-12%	-$349K	0.19%	74
2025 Q4	$2.88M	Sell	21,901 -2,721	-11%	-$354K	0.21%	66
2025 Q3	$3.19M	Sell	24,622 -686	-3%	-$87.8K	0.25%	62
2025 Q2	$3.13M	Buy	25,308 +2,654	+12%	+$312K	0.27%	58
2025 Q1	$2.71M	Buy	22,654 +6,379	+39%	+$799K	0.31%	57
2024 Q4	$2.03M	Sell	16,275 -3,603	-18%	-$460K	0.23%	62
2024 Q3	$2.46M	Buy	19,878 +601	+3%	+$71.5K	0.28%	59
2024 Q2	$2.19M	Sell	19,277 -1,882	-9%	-$215K	0.27%	62
2024 Q1	$2.5M	Buy	21,159 +943	+5%	+$106K	0.38%	52
2023 Q4	$2.31M	Buy	20,216 +6,181	+44%	+$636K	0.38%	51
2023 Q3	$1.42M	Sell	14,035 -12,125	-46%	-$1.3M	0.26%	66
2023 Q2	$2.8M	Sell	26,160 -57,837	-69%	-$5.88M	0.48%	51
2023 Q1	$8.63M	Sell	83,997 -27,215	-24%	-$2.91M	1.66%	21
2022 Q4	$11.2M	Buy	111,212 +92,663	+500%	+$9.25M	2.17%	13
2022 Q3	$1.67M	Sell	18,549 -301	-2%	-$30K	0.34%	55
2022 Q2	$1.78M	Sell	18,850 -20,782	-52%	-$2.12M	0.36%	58
2022 Q1	$4.35M	Buy	39,632 +3,300	+9%	+$356K	0.79%	33
2021 Q4	$4.02M	Buy	36,332 +8,916	+33%	+$970K	0.73%	33
2021 Q3	$2.82M	Sell	27,416 -2,046	-7%	-$215K	0.56%	39
2021 Q2	$3.1M	Buy	29,462 +4,859	+20%	+$519K	0.62%	35
2021 Q1	$2.51M	Buy	24,603 +18,717	+318%	+$1.79M	0.55%	37
2020 Q4	$508K	Buy	5,886 +2,444	+71%	+$192K	0.12%	70
2020 Q3	$232K	Sell	3,442 -474	-12%	-$32.7K	0.06%	87
2020 Q2	$260K	Sell	3,916 -2,956	-43%	-$185K	0.06%	85
2020 Q1	$377K	Sell	6,872 -5,188	-43%	-$390K	0.11%	52
2019 Q4	$1.03M	Buy	12,060 +1,314	+12%	+$108K	0.25%	37
2019 Q3	$859K	Sell	10,746 -1,076	-9%	-$84.7K	0.26%	38
2019 Q2	$943K	Buy	11,822 +1,456	+14%	+$116K	0.25%	36
2019 Q1	$814K	Buy	10,366 +1,822	+21%	+$141K	0.24%	34
2018 Q4	$591K	Buy	8,544 +944	+12%	+$72.2K	0.22%	37
2018 Q3	$636K	Sell	7,600 -96	-1%	-$8.02K	0.21%	40
2018 Q2	$624K	Buy	7,696 +58	+0.8%	+$4.64K	0.23%	37
2018 Q1	$590K	Buy	7,638 +1,402	+22%	+$111K	0.26%	32
2017 Q4	$499K	Buy	6,236 +1,350	+28%	+$105K	0.24%	31
2017 Q3	$373K	Buy	4,886 +2,288	+88%	+$170K	0.2%	35
2017 Q2	$193K	Buy	2,598 +248	+11%	+$18.3K	0.11%	45
2017 Q1	$174K	Buy	2,350 +530	+29%	+$39.3K	0.11%	43
2016 Q4	$132K	Buy	+1,820	New	+$126K	0.1%	50