HCA
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Heck Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heck Capital Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
82,271
+22,739
+38% +$2.74M 0.61% 41
2026
Q1 		$6.35M Sell
59,532
-3,512
-6% -$399K 0.47% 42
2025
Q4 		$7.46M Buy
63,044
+11,768
+23% +$1.39M 0.56% 37
2025
Q3 		$6M Buy
51,276
+200
+0.4% +$22.3K 0.46% 48
2025
Q2 		$5.42M Sell
51,076
-10,624
-17% -$1.02M 0.47% 44
2025
Q1 		$5.57M Sell
61,700
-23,564
-28% -$2.32M 0.63% 42
2024
Q4 		$8.56M Buy
85,264
+3,628
+4% +$357K 0.98% 26
2024
Q3 		$7.66M Buy
81,636
+916
+1% +$83K 0.88% 28
2024
Q2 		$7.36M Sell
80,720
-23,280
-22% -$1.99M 0.91% 31
2024
Q1 		$8.76M Buy
104,000
+11,060
+12% +$891K 1.34% 24
2023
Q4 		$7.04M Buy
92,940
+33,616
+57% +$2.38M 1.15% 27
2023
Q3 		$3.94M Buy
59,324
+17,324
+41% +$1.2M 0.73% 39
2023
Q2 		$2.89M Buy
+42,000
New +$2.67M 0.5% 48
2022
Q2 		– Sell
-117,024
Closed -$8.12M – 152
2022
Q1 		$8.12M Buy
+117,024
New +$7.99M 1.47% 18

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q2 2026, buying an estimated $2.74M and bringing the position to 82,271 shares worth $10.2M. The position accounts for 0.61% of the portfolio, ranked #41.

Heck Capital Advisors first reported a position in IWF in Q1 2022 and has held it in 14 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Heck Capital Advisors held 82,271 shares of iShares Russell 1000 Growth ETF worth $10.2M as of Q2 2026.
  • Heck Capital Advisors bought 22,739 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.74M.
  • iShares Russell 1000 Growth ETF made up 0.61% of Heck Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Heck Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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