HCA
Heck Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.42M | Sell |
12,769
-2,656
| -17% | -$1.13M | 0.47% | 44 |
|
2025
Q1 | $5.57M | Sell |
15,425
-5,891
| -28% | -$2.13M | 0.63% | 42 |
|
2024
Q4 | $8.56M | Buy |
21,316
+907
| +4% | +$364K | 0.98% | 26 |
|
2024
Q3 | $7.66M | Buy |
20,409
+229
| +1% | +$86K | 0.88% | 28 |
|
2024
Q2 | $7.36M | Sell |
20,180
-5,820
| -22% | -$2.12M | 0.91% | 31 |
|
2024
Q1 | $8.76M | Buy |
26,000
+2,765
| +12% | +$932K | 1.34% | 24 |
|
2023
Q4 | $7.04M | Buy |
23,235
+8,404
| +57% | +$2.55M | 1.15% | 27 |
|
2023
Q3 | $3.94M | Buy |
14,831
+4,331
| +41% | +$1.15M | 0.73% | 39 |
|
2023
Q2 | $2.89M | Buy |
+10,500
| New | +$2.89M | 0.5% | 48 |
|
2022
Q2 | – | Sell |
-29,256
| Closed | -$8.12M | – | 152 |
|
2022
Q1 | $8.12M | Buy |
+29,256
| New | +$8.12M | 1.47% | 18 |
|