HCA
Heck Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
36,365
-41,510
| -53% | -$4.57M | 0.34% | 53 |
|
|
2025
Q1 | $7.23M | Buy |
77,875
+47
| +0.1% | +$4.36K | 0.81% | 34 |
|
|
2024
Q4 | $7.9M | Buy |
77,828
+5,422
| +7% | +$550K | 0.91% | 29 |
|
|
2024
Q3 | $6.93M | Sell |
72,406
-1,069
| -1% | -$102K | 0.8% | 37 |
|
|
2024
Q2 | $6.8M | Buy |
73,475
+72,487
| +7,337% | +$6.71M | 0.85% | 35 |
|
|
2024
Q1 | $83.4K | Hold |
988
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $74.2K | Hold |
988
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $67.6K | Buy |
988
+375
| +61% | +$25.7K | 0.01% | 146 |
|
|
2023
Q2 | $43.2K | Sell |
613
-13,727
| -96% | -$967K | 0.01% | 142 |
|
|
2023
Q1 | $916K | Buy |
14,340
+1,072
| +8% | +$68.5K | 0.18% | 64 |
|
|
2022
Q4 | $776K | Buy |
13,268
+4,645
| +54% | +$272K | 0.15% | 70 |
|
|
2022
Q3 | $499K | Buy |
8,623
+958
| +12% | +$55.4K | 0.1% | 84 |
|
|
2022
Q2 | $463K | Sell |
7,665
-2,400
| -24% | -$145K | 0.09% | 86 |
|
|
2022
Q1 | $769K | Sell |
10,065
-1,616
| -14% | -$123K | 0.14% | 75 |
|
|
2021
Q4 | $977K | Buy |
11,681
+2,429
| +26% | +$203K | 0.18% | 69 |
|
|
2021
Q3 | $684K | Sell |
9,252
-1,704
| -16% | -$126K | 0.14% | 75 |
|
|
2021
Q2 | $797K | Buy |
10,956
+2,692
| +33% | +$196K | 0.16% | 71 |
|
|
2021
Q1 | $538K | Buy |
8,264
+3,951
| +92% | +$257K | 0.12% | 80 |
|
|
2020
Q4 | $275K | Buy |
4,313
+2,608
| +153% | +$166K | 0.07% | 92 |
|
|
2020
Q3 | $394K | Buy |
1,705
+80
| +5% | +$18.5K | 0.11% | 66 |
|
|
2020
Q2 | $337K | Buy |
+1,625
| New | +$337K | 0.07% | 74 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 96 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 96 |
|