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

Heck Capital Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.21M Buy
25,627
+1,385
+6% +$323K 0.37% 59
2026
Q1 		$5.18M Buy
24,242
+2,043
+9% +$447K 0.38% 49
2025
Q4 		$4.67M Buy
22,199
+1,563
+8% +$323K 0.35% 54
2025
Q3 		$4.2M Sell
20,636
-5,321
-20% -$1.06M 0.32% 58
2025
Q2 		$5.04M Buy
25,957
+13,412
+107% +$2.48M 0.43% 48
2025
Q1 		$2.36M Buy
12,545
+4,514
+56% +$860K 0.27% 65
2024
Q4 		$1.49M Buy
8,031
+6,700
+503% +$1.29M 0.17% 71
2024
Q3 		$253K Sell
1,331
-48
-3% -$8.74K 0.03% 141
2024
Q2 		$241K Sell
1,379
-98
-7% -$17.1K 0.03% 135
2024
Q1 		$265K Buy
1,477
+1,152
+354% +$195K 0.04% 127
2023
Q4 		$53.7K Buy
+325
New +$50.2K 0.01% 151
2023
Q3 		– Sell
-2,750
Closed -$434K – 187
2023
Q2 		$434K Sell
2,750
-479
-15% -$73.2K 0.07% 93
2023
Q1 		$492K Sell
3,229
-25
-0.8% -$3.86K 0.09% 79
2022
Q4 		$493K Sell
3,254
-239
-7% -$35.8K 0.1% 86
2022
Q3 		$475K Sell
3,493
-200
-5% -$30.1K 0.1% 86
2022
Q2 		$535K Buy
+3,693
New +$578K 0.11% 82

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q2 2026, buying an estimated $323K and bringing the position to 25,627 shares worth $6.21M. The position accounts for 0.37% of the portfolio, ranked #59.

Heck Capital Advisors first reported a position in IWD in Q2 2022 and has held it in 16 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Heck Capital Advisors held 25,627 shares of iShares Russell 1000 Value ETF worth $6.21M as of Q2 2026.
  • Heck Capital Advisors bought 1,385 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $323K.
  • iShares Russell 1000 Value ETF made up 0.37% of Heck Capital Advisors's portfolio in Q2 2026, its #59 holding.
  • Heck Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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