Heck Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Heck Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.26M	Buy	14,181 +727	+5%	+$204K	0.25%	67
2026 Q1	$3.34M	Buy	13,454 +2,299	+21%	+$593K	0.25%	64
2025 Q4	$2.75M	Sell	11,155 -2,428	-18%	-$597K	0.2%	67
2025 Q3	$3.29M	Buy	13,583 +9,370	+222%	+$2.15M	0.25%	61
2025 Q2	$909K	Sell	4,213 -57,529	-93%	-$11.6M	0.08%	104
2025 Q1	$12.3M	Sell	61,742 -56,111	-48%	-$12.2M	1.39%	17
2024 Q4	$26M	Buy	117,853 +112,067	+1,937%	+$25.6M	1.11%	17
2024 Q3	$1.28M	Buy	+5,786	New	+$1.24M	0.15%	78

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q2 2026, buying an estimated $204K and bringing the position to 14,181 shares worth $4.26M. The position accounts for 0.25% of the portfolio, ranked #67.

Heck Capital Advisors first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $26M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Heck Capital Advisors held 14,181 shares of iShares Russell 2000 ETF worth $4.26M as of Q2 2026.
Heck Capital Advisors bought 727 iShares Russell 2000 ETF shares in Q2 2026, an estimated $204K.
iShares Russell 2000 ETF made up 0.25% of Heck Capital Advisors's portfolio in Q2 2026, its #67 holding.
Heck Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Heck Capital Advisors's iShares Russell 2000 ETF position peaked at $26M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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