HCA
Heck Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
25,957
+13,412
| +107% | +$2.61M | 0.43% | 48 |
|
|
2025
Q1 | $2.36M | Buy |
12,545
+4,514
| +56% | +$849K | 0.27% | 65 |
|
|
2024
Q4 | $1.49M | Buy |
8,031
+6,700
| +503% | +$1.24M | 0.17% | 71 |
|
|
2024
Q3 | $253K | Sell |
1,331
-48
| -3% | -$9.11K | 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% | +$206K | 0.04% | 127 |
|
|
2023
Q4 | $53.7K | Buy |
+325
| New | +$53.7K | 0.01% | 151 |
|
|
2023
Q3 | – | Sell |
-2,750
| Closed | -$434K | – | 187 |
|
|
2023
Q2 | $434K | Sell |
2,750
-479
| -15% | -$75.6K | 0.07% | 93 |
|
|
2023
Q1 | $492K | Sell |
3,229
-25
| -0.8% | -$3.81K | 0.09% | 79 |
|
|
2022
Q4 | $493K | Sell |
3,254
-239
| -7% | -$36.2K | 0.1% | 86 |
|
|
2022
Q3 | $475K | Sell |
3,493
-200
| -5% | -$27.2K | 0.1% | 86 |
|
|
2022
Q2 | $535K | Buy |
+3,693
| New | +$535K | 0.11% | 82 |
|