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Heck Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Heck Capital Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-37,903
Closed -$4.67M – 223
2025
Q4 		$4.67M Buy
37,903
+2,134
+6% +$261K 0.35% 53
2025
Q3 		$4.32M Sell
35,769
-596
-2% -$68.5K 0.33% 57
2025
Q2 		$4M Sell
36,365
-41,510
-53% -$4.11M 0.34% 53
2025
Q1 		$7.23M Buy
77,875
+47
+0.1% +$4.74K 0.81% 34
2024
Q4 		$7.9M Buy
77,828
+5,422
+7% +$541K 0.91% 29
2024
Q3 		$6.93M Sell
72,406
-1,069
-1% -$98.7K 0.8% 37
2024
Q2 		$6.8M Buy
73,475
+72,487
+7,337% +$6.25M 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% +$26.5K 0.01% 146
2023
Q2 		$43.2K Sell
613
-13,727
-96% -$907K 0.01% 142
2023
Q1 		$916K Buy
14,340
+1,072
+8% +$65.5K 0.18% 64
2022
Q4 		$776K Buy
13,268
+4,645
+54% +$279K 0.15% 70
2022
Q3 		$499K Buy
8,623
+958
+12% +$62.2K 0.1% 84
2022
Q2 		$463K Sell
7,665
-2,400
-24% -$159K 0.09% 86
2022
Q1 		$769K Sell
10,065
-1,616
-14% -$121K 0.14% 75
2021
Q4 		$977K Buy
11,681
+2,429
+26% +$196K 0.18% 69
2021
Q3 		$684K Sell
9,252
-1,704
-16% -$130K 0.14% 75
2021
Q2 		$797K Buy
10,956
+2,692
+33% +$186K 0.16% 71
2021
Q1 		$538K Buy
8,264
+3,951
+92% +$255K 0.12% 80
2020
Q4 		$275K Sell
4,313
-2,507
-37% -$152K 0.07% 92
2020
Q3 		$394K Buy
6,820
+320
+5% +$18.1K 0.11% 66
2020
Q2 		$337K Buy
+6,500
New +$312K 0.07% 74
2018
Q4 		– Hold
0
– – – 96

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heck Capital Advisors's IVW Position: Q1 2026 in Review

Heck Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 37,903 shares — an estimated $4.67M sold.

Heck Capital Advisors first reported a position in IVW in Q2 2020 and held it in 23 quarters. The position peaked at $7.9M in Q4 2024. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Heck Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 37,903 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $4.67M.
  • Heck Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and held it in 23 quarters.
  • Heck Capital Advisors's iShares S&P 500 Growth ETF position peaked at $7.9M in Q4 2024.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.