Heck Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Heck Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$762K	Hold	1,860	–	–	0.05%	129
2026 Q1	$663K	Hold	1,860	–	–	0.05%	130
2025 Q4	$695K	Hold	1,860	–	–	0.05%	127
2025 Q3	$680K	Hold	1,860	–	–	0.05%	125
2025 Q2	$632K	Buy	+1,860	New	+$584K	0.05%	121
2021 Q3	–	Sell	-3,417	Closed	-$827K	–	118
2021 Q2	$827K	Buy	3,417 +826	+32%	+$195K	0.16%	66
2021 Q1	$580K	Buy	2,591 +531	+26%	+$116K	0.13%	73
2020 Q4	$436K	Buy	+2,060	New	+$411K	0.11%	77

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Heck Capital Advisors's IWB Position: Q2 2026 in Review

Heck Capital Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,860 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #129.

Heck Capital Advisors first reported a position in IWB in Q4 2020 and has held it in 8 quarters since. The position peaked at $827K in Q2 2021. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Heck Capital Advisors held 1,860 shares of iShares Russell 1000 ETF worth $762K as of Q2 2026.
Heck Capital Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.05% of Heck Capital Advisors's portfolio in Q2 2026, its #129 holding.
Heck Capital Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 8 quarters since.
Heck Capital Advisors's iShares Russell 1000 ETF position peaked at $827K in Q2 2021.
746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.