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Heck Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Heck Capital Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Sell
127,339
-1,800
-1% -$247K 1.13% 21
2026
Q1 		$16.1M Sell
129,139
-1,888
-1% -$240K 1.19% 18
2025
Q4 		$15.7M Sell
131,027
-484
-0.4% -$57.9K 1.17% 19
2025
Q3 		$15.6M Sell
131,511
-5,537
-4% -$637K 1.21% 18
2025
Q2 		$15M Sell
137,048
-71,271
-34% -$7.37M 1.29% 17
2025
Q1 		$21.8M Sell
208,319
-36,670
-15% -$4.14M 2.45% 9
2024
Q4 		$28.2M Sell
244,989
-256
-0.1% -$30.6K 3.24% 5
2024
Q3 		$28.7M Buy
245,245
+17,461
+8% +$1.97M 3.31% 7
2024
Q2 		$24.3M Sell
227,784
-63,214
-22% -$6.76M 3.02% 6
2024
Q1 		$32.2M Buy
290,998
+6,698
+2% +$711K 4.91% 4
2023
Q4 		$30.8M Buy
284,300
+11,287
+4% +$1.09M 5.02% 4
2023
Q3 		$25.8M Buy
273,013
+24,704
+10% +$2.47M 4.77% 5
2023
Q2 		$24.7M Sell
248,309
-3,318
-1% -$316K 4.26% 6
2023
Q1 		$24.3M Buy
251,627
+4,700
+2% +$470K 4.67% 5
2022
Q4 		$23.4M Buy
246,927
+23,331
+10% +$2.24M 4.53% 4
2022
Q3 		$19.5M Buy
223,596
+12,533
+6% +$1.22M 4.01% 5
2022
Q2 		$19.5M Buy
211,063
+34,156
+19% +$3.4M 3.93% 5
2022
Q1 		$19.1M Buy
176,907
+4,857
+3% +$524K 3.45% 7
2021
Q4 		$19.7M Sell
172,050
-5,219
-3% -$595K 3.58% 7
2021
Q3 		$19.4M Buy
177,269
+5,532
+3% +$609K 3.86% 7
2021
Q2 		$19.4M Buy
171,737
+6,303
+4% +$703K 3.85% 7
2021
Q1 		$18M Buy
165,434
+32,898
+25% +$3.44M 3.96% 7
2020
Q4 		$12.2M Buy
132,536
+12,308
+10% +$1.01M 2.97% 7
2020
Q3 		$8.44M Sell
120,228
-57,121
-32% -$4.09M 2.36% 15
2020
Q2 		$12.1M Buy
177,349
+24,896
+16% +$1.57M 2.56% 13
2020
Q1 		$8.55M Sell
152,453
-1,566
-1% -$117K 2.46% 12
2019
Q4 		$12.9M Buy
154,019
+4,165
+3% +$335K 3.1% 12
2019
Q3 		$11.7M Sell
149,854
-60,563
-29% -$4.69M 3.59% 11
2019
Q2 		$16.5M Buy
210,417
+18,748
+10% +$1.46M 4.42% 7
2019
Q1 		$14.8M Buy
191,669
+52,473
+38% +$4.03M 4.43% 7
2018
Q4 		$9.65M Buy
139,196
+4,771
+4% +$369K 3.55% 12
2018
Q3 		$11.7M Sell
134,425
-2,854
-2% -$250K 3.87% 9
2018
Q2 		$11.5M Buy
137,279
+9,216
+7% +$751K 4.17% 9
2018
Q1 		$9.86M Sell
128,063
-26,198
-17% -$2.04M 4.36% 10
2017
Q4 		$11.8M Buy
154,261
+5,601
+4% +$422K 5.76% 7
2017
Q3 		$11M Sell
148,660
-31,717
-18% -$2.22M 5.89% 7
2017
Q2 		$12.6M Sell
180,377
-3,219
-2% -$223K 7.34% 4
2017
Q1 		$12.7M Buy
183,596
+31,230
+20% +$2.15M 7.82% 4
2016
Q4 		$10.5M Buy
+152,366
New +$9.83M 7.62% 4

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Heck Capital Advisors's IJR Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, selling an estimated $247K and leaving 127,339 shares worth $18.9M. The position accounts for 1.13% of the portfolio, ranked #21.

Heck Capital Advisors first reported a position in IJR in Q4 2016 and has held it in 39 quarters since. The position peaked at $32.2M in Q1 2024. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Heck Capital Advisors held 127,339 shares of iShares Core S&P Small-Cap ETF worth $18.9M as of Q2 2026.
  • Heck Capital Advisors sold 1,800 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $247K.
  • iShares Core S&P Small-Cap ETF made up 1.13% of Heck Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Heck Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's iShares Core S&P Small-Cap ETF position peaked at $32.2M in Q1 2024.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.