HCA
Heck Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
4,213
-57,529
| -93% | -$12.4M | 0.08% | 104 |
|
|
2025
Q1 | $12.3M | Buy |
61,742
+3,924
| +7% | +$783K | 1.39% | 17 |
|
|
2024
Q4 | $12.8M | Buy |
57,818
+52,032
| +899% | +$11.5M | 1.47% | 17 |
|
|
2024
Q3 | $1.28M | Buy |
+5,786
| New | +$1.28M | 0.15% | 78 |
|