HCA
Heck Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
180,368
+7,047
| +4% | +$952K | 2.1% | 12 |
|
|
2025
Q1 | $21.1M | Sell |
173,321
-1,780
| -1% | -$217K | 2.38% | 11 |
|
|
2024
Q4 | $22.5M | Sell |
175,101
-68,714
| -28% | -$8.84M | 2.58% | 8 |
|
|
2024
Q3 | $30.6M | Buy |
243,815
+125,488
| +106% | +$15.8M | 3.53% | 5 |
|
|
2024
Q2 | $14.1M | Sell |
118,327
-1,380
| -1% | -$164K | 1.75% | 11 |
|
|
2024
Q1 | $13.8M | Sell |
119,707
-1,168
| -1% | -$135K | 2.11% | 10 |
|
|
2023
Q4 | $12.7M | Buy |
120,875
+8,417
| +7% | +$886K | 2.08% | 10 |
|
|
2023
Q3 | $10.6M | Buy |
112,458
+46,266
| +70% | +$4.36M | 1.96% | 13 |
|
|
2023
Q2 | $6.48M | Sell |
66,192
-1,631
| -2% | -$160K | 1.12% | 32 |
|
|
2023
Q1 | $6.14M | Sell |
67,823
-1,817
| -3% | -$165K | 1.18% | 29 |
|
|
2022
Q4 | $5.91M | Sell |
69,640
-2,820
| -4% | -$239K | 1.14% | 29 |
|
|
2022
Q3 | $5.76M | Sell |
72,460
-2,798
| -4% | -$223K | 1.19% | 26 |
|
|
2022
Q2 | $6.31M | Sell |
75,258
-6,345
| -8% | -$532K | 1.27% | 26 |
|
|
2022
Q1 | $8.24M | Buy |
81,603
+3,836
| +5% | +$387K | 1.49% | 17 |
|
|
2021
Q4 | $8.32M | Sell |
77,767
-6,832
| -8% | -$731K | 1.51% | 16 |
|
|
2021
Q3 | $8.32M | Buy |
84,599
+1,976
| +2% | +$194K | 1.66% | 15 |
|
|
2021
Q2 | $8.16M | Sell |
82,623
-1,389
| -2% | -$137K | 1.62% | 15 |
|
|
2021
Q1 | $7.7M | Sell |
84,012
-629
| -0.7% | -$57.6K | 1.7% | 15 |
|
|
2020
Q4 | $7.3M | Sell |
84,641
-5,951
| -7% | -$513K | 1.78% | 16 |
|
|
2020
Q3 | $6.84M | Sell |
90,592
-34,610
| -28% | -$2.61M | 1.91% | 16 |
|
|
2020
Q2 | $8.69M | Sell |
125,202
-5,970
| -5% | -$415K | 1.84% | 16 |
|
|
2020
Q1 | $7.5M | Sell |
131,172
-70,383
| -35% | -$4.03M | 2.16% | 15 |
|
|
2019
Q4 | $14.7M | Sell |
201,555
-4,317
| -2% | -$314K | 3.52% | 11 |
|
|
2019
Q3 | $13.8M | Sell |
205,872
-2,732
| -1% | -$183K | 4.25% | 8 |
|
|
2019
Q2 | $13.9M | Sell |
208,604
-1,924
| -0.9% | -$128K | 3.73% | 12 |
|
|
2019
Q1 | $13.6M | Buy |
210,528
+4,157
| +2% | +$268K | 4.06% | 10 |
|
|
2018
Q4 | $11.7M | Sell |
206,371
-8,315
| -4% | -$472K | 4.31% | 7 |
|
|
2018
Q3 | $14.3M | Sell |
214,686
-1,463
| -0.7% | -$97.5K | 4.72% | 6 |
|
|
2018
Q2 | $13.5M | Buy |
216,149
+430
| +0.2% | +$26.9K | 4.92% | 6 |
|
|
2018
Q1 | $13M | Sell |
215,719
-312
| -0.1% | -$18.9K | 5.77% | 5 |
|
|
2017
Q4 | $13.2M | Sell |
216,031
-81
| -0% | -$4.95K | 6.42% | 4 |
|
|
2017
Q3 | $12.5M | Sell |
216,112
-374
| -0.2% | -$21.6K | 6.65% | 5 |
|
|
2017
Q2 | $12M | Buy |
216,486
+786
| +0.4% | +$43.6K | 6.97% | 5 |
|
|
2017
Q1 | $11.7M | Buy |
215,700
+12,881
| +6% | +$696K | 7.18% | 5 |
|
|
2016
Q4 | $10.4M | Buy |
+202,819
| New | +$10.4M | 7.57% | 5 |
|