Heck Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271M | Buy |
362,101
+64,826
| +22% | +$47.2M | 16.2% | 1 |
|
|
2026
Q1 | $194M | Sell |
297,275
-3,865
| -1% | -$2.64M | 14.4% | 1 |
|
|
2025
Q4 | $206M | Buy |
301,140
+17,659
| +6% | +$12M | 15.37% | 1 |
|
|
2025
Q3 | $190M | Buy |
283,481
+13,012
| +5% | +$8.38M | 14.67% | 1 |
|
|
2025
Q2 | $168M | Buy |
270,469
+75,836
| +39% | +$43.5M | 14.44% | 1 |
|
|
2025
Q1 | $109M | Buy |
194,633
+3,585
| +2% | +$2.12M | 12.3% | 1 |
|
|
2024
Q4 | $112M | Buy |
191,048
+5,930
| +3% | +$3.51M | 12.9% | 1 |
|
|
2024
Q3 | $107M | Buy |
185,118
+12,476
| +7% | +$6.94M | 12.31% | 1 |
|
|
2024
Q2 | $94.5M | Buy |
172,642
+72,431
| +72% | +$38.1M | 11.75% | 1 |
|
|
2024
Q1 | $52.7M | Sell |
100,211
-3,586
| -3% | -$1.79M | 8.04% | 1 |
|
|
2023
Q4 | $49.6M | Buy |
103,797
+17,397
| +20% | +$7.79M | 8.09% | 1 |
|
|
2023
Q3 | $37.1M | Buy |
86,400
+1,197
| +1% | +$535K | 6.88% | 1 |
|
|
2023
Q2 | $38M | Buy |
85,203
+8,962
| +12% | +$3.78M | 6.54% | 1 |
|
|
2023
Q1 | $31.3M | Sell |
76,241
-17,858
| -19% | -$7.16M | 6.02% | 3 |
|
|
2022
Q4 | $36.2M | Buy |
94,099
+4,351
| +5% | +$1.68M | 7.01% | 1 |
|
|
2022
Q3 | $32.2M | Buy |
89,748
+911
| +1% | +$364K | 6.63% | 2 |
|
|
2022
Q2 | $33.7M | Sell |
88,837
-18,984
| -18% | -$7.81M | 6.78% | 2 |
|
|
2022
Q1 | $48.9M | Sell |
107,821
-19,079
| -15% | -$8.53M | 8.84% | 1 |
|
|
2021
Q4 | $60.5M | Sell |
126,900
-652
| -0.5% | -$300K | 10.99% | 1 |
|
|
2021
Q3 | $55M | Buy |
127,552
+826
| +0.7% | +$366K | 10.97% | 1 |
|
|
2021
Q2 | $54.5M | Buy |
126,726
+520
| +0.4% | +$218K | 10.81% | 1 |
|
|
2021
Q1 | $50.2M | Sell |
126,206
-12,503
| -9% | -$4.84M | 11.08% | 1 |
|
|
2020
Q4 | $52.1M | Sell |
138,709
-1,308
| -0.9% | -$466K | 12.68% | 1 |
|
|
2020
Q3 | $47.1M | Sell |
140,017
-90,875
| -39% | -$30.2M | 13.13% | 1 |
|
|
2020
Q2 | $71.5M | Buy |
230,892
+28,203
| +14% | +$8.28M | 15.1% | 1 |
|
|
2020
Q1 | $52.4M | Buy |
202,689
+44,897
| +28% | +$13.8M | 15.07% | 1 |
|
|
2019
Q4 | $51M | Buy |
157,792
+55,509
| +54% | +$17.2M | 12.25% | 1 |
|
|
2019
Q3 | $30.5M | Sell |
102,283
-43,047
| -30% | -$12.8M | 9.39% | 2 |
|
|
2019
Q2 | $42.8M | Buy |
145,330
+2,050
| +1% | +$594K | 11.49% | 2 |
|
|
2019
Q1 | $40.8M | Buy |
143,280
+39,537
| +38% | +$10.8M | 12.2% | 1 |
|
|
2018
Q4 | $26.1M | Buy |
103,743
+501
| +0.5% | +$136K | 9.61% | 3 |
|
|
2018
Q3 | $30.2M | Buy |
103,242
+9,420
| +10% | +$2.7M | 9.98% | 3 |
|
|
2018
Q2 | $25.6M | Buy |
93,822
+4,851
| +5% | +$1.32M | 9.33% | 3 |
|
|
2018
Q1 | $23.6M | Sell |
88,971
-3,186
| -3% | -$876K | 10.44% | 2 |
|
|
2017
Q4 | $24.8M | Buy |
92,157
+1,407
| +2% | +$368K | 12.04% | 1 |
|
|
2017
Q3 | $23M | Buy |
90,750
+5,615
| +7% | +$1.39M | 12.26% | 1 |
|
|
2017
Q2 | $20.7M | Buy |
85,135
+3,319
| +4% | +$801K | 12.03% | 1 |
|
|
2017
Q1 | $19.4M | Buy |
81,816
+11,145
| +16% | +$2.61M | 11.96% | 1 |
|
|
2016
Q4 | $15.9M | Buy |
+70,671
| New | +$15.5M | 11.57% | 1 |
|
Other funds holding IVV
PAS
JIC
NFA
GT
CI
Heck Capital Advisors's IVV Position: Q2 2026 in Review
Heck Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, buying an estimated $47.2M and bringing the position to 362,101 shares worth $271M. The position accounts for 16.2% of the portfolio, ranked #1.
Heck Capital Advisors first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Heck Capital Advisors held 362,101 shares of iShares Core S&P 500 ETF worth $271M as of Q2 2026.
- Heck Capital Advisors bought 64,826 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $47.2M.
- iShares Core S&P 500 ETF made up 16.2% of Heck Capital Advisors's portfolio in Q2 2026, its #1 holding.
- Heck Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
- 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.