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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
2021
Q3
Sell
2021
Q2
$827K Buy
2021
Q1
$580K Buy
2020
Q4
$436K Buy