HCA
Heck Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
137,048
-71,271
| -34% | -$7.79M | 1.29% | 17 |
|
|
2025
Q1 | $21.8M | Sell |
208,319
-36,670
| -15% | -$3.83M | 2.45% | 9 |
|
|
2024
Q4 | $28.2M | Sell |
244,989
-256
| -0.1% | -$29.5K | 3.24% | 5 |
|
|
2024
Q3 | $28.7M | Buy |
245,245
+17,461
| +8% | +$2.04M | 3.31% | 7 |
|
|
2024
Q2 | $24.3M | Sell |
227,784
-63,214
| -22% | -$6.74M | 3.02% | 6 |
|
|
2024
Q1 | $32.2M | Buy |
290,998
+6,698
| +2% | +$740K | 4.91% | 4 |
|
|
2023
Q4 | $30.8M | Buy |
284,300
+11,287
| +4% | +$1.22M | 5.02% | 4 |
|
|
2023
Q3 | $25.8M | Buy |
273,013
+24,704
| +10% | +$2.33M | 4.77% | 5 |
|
|
2023
Q2 | $24.7M | Sell |
248,309
-3,318
| -1% | -$331K | 4.26% | 6 |
|
|
2023
Q1 | $24.3M | Buy |
251,627
+4,700
| +2% | +$454K | 4.67% | 5 |
|
|
2022
Q4 | $23.4M | Buy |
246,927
+23,331
| +10% | +$2.21M | 4.53% | 4 |
|
|
2022
Q3 | $19.5M | Buy |
223,596
+12,533
| +6% | +$1.09M | 4.01% | 5 |
|
|
2022
Q2 | $19.5M | Buy |
211,063
+34,156
| +19% | +$3.16M | 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% | -$598K | 3.58% | 7 |
|
|
2021
Q3 | $19.4M | Buy |
177,269
+5,532
| +3% | +$604K | 3.86% | 7 |
|
|
2021
Q2 | $19.4M | Buy |
171,737
+6,303
| +4% | +$712K | 3.85% | 7 |
|
|
2021
Q1 | $18M | Buy |
165,434
+32,898
| +25% | +$3.57M | 3.96% | 7 |
|
|
2020
Q4 | $12.2M | Buy |
132,536
+12,308
| +10% | +$1.13M | 2.97% | 7 |
|
|
2020
Q3 | $8.44M | Sell |
120,228
-57,121
| -32% | -$4.01M | 2.36% | 15 |
|
|
2020
Q2 | $12.1M | Buy |
177,349
+24,896
| +16% | +$1.7M | 2.56% | 13 |
|
|
2020
Q1 | $8.55M | Sell |
152,453
-1,566
| -1% | -$87.9K | 2.46% | 12 |
|
|
2019
Q4 | $12.9M | Buy |
154,019
+4,165
| +3% | +$349K | 3.1% | 12 |
|
|
2019
Q3 | $11.7M | Sell |
149,854
-60,563
| -29% | -$4.71M | 3.59% | 11 |
|
|
2019
Q2 | $16.5M | Buy |
210,417
+18,748
| +10% | +$1.47M | 4.42% | 7 |
|
|
2019
Q1 | $14.8M | Buy |
191,669
+52,473
| +38% | +$4.05M | 4.43% | 7 |
|
|
2018
Q4 | $9.65M | Buy |
139,196
+4,771
| +4% | +$331K | 3.55% | 12 |
|
|
2018
Q3 | $11.7M | Sell |
134,425
-2,854
| -2% | -$249K | 3.87% | 9 |
|
|
2018
Q2 | $11.5M | Buy |
137,279
+9,216
| +7% | +$769K | 4.17% | 9 |
|
|
2018
Q1 | $9.86M | Sell |
128,063
-26,198
| -17% | -$2.02M | 4.36% | 10 |
|
|
2017
Q4 | $11.8M | Buy |
154,261
+5,601
| +4% | +$430K | 5.76% | 7 |
|
|
2017
Q3 | $11M | Sell |
148,660
-31,717
| -18% | -$2.35M | 5.89% | 7 |
|
|
2017
Q2 | $12.6M | Sell |
180,377
-3,219
| -2% | -$226K | 7.34% | 4 |
|
|
2017
Q1 | $12.7M | Buy |
183,596
+107,413
| +141% | +$7.43M | 7.82% | 4 |
|
|
2016
Q4 | $10.5M | Buy |
+76,183
| New | +$10.5M | 7.62% | 4 |
|