HCA
Heck Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
+1,860
| New | +$632K | 0.05% | 121 |
|
|
2021
Q3 | – | Sell |
-3,417
| Closed | -$827K | – | 118 |
|
|
2021
Q2 | $827K | Buy |
3,417
+826
| +32% | +$200K | 0.16% | 66 |
|
|
2021
Q1 | $580K | Buy |
2,591
+531
| +26% | +$119K | 0.13% | 73 |
|
|
2020
Q4 | $436K | Buy |
+2,060
| New | +$436K | 0.11% | 77 |
|