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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	6,875 -212	-3%	-$44.4K	0.09%	102
2026 Q1	$1.34M	Buy	7,087 +3,418	+93%	+$662K	0.1%	99
2025 Q4	$665K	Sell	3,669 -245	-6%	-$44K	0.05%	129
2025 Q3	$692K	Buy	3,914 +422	+12%	+$71.2K	0.05%	123
2025 Q2	$551K	Sell	3,492 -13,799	-80%	-$2.05M	0.05%	127
2025 Q1	$2.61M	Sell	17,291 -59,738	-78%	-$9.65M	0.29%	59
2024 Q4	$12.6M	Buy	77,029 +75,852	+6,445%	+$12.9M	0.54%	34
2024 Q3	$196K	Buy	+1,177	New	+$191K	0.02%	148
2024 Q2	–	Sell	-32,390	Closed	-$5.14M	–	205
2024 Q1	$5.14M	Sell	32,390 -28,964	-47%	-$4.39M	0.78%	40
2023 Q4	$9.53M	Buy	+61,354	New	+$8.5M	1.56%	19

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q2 2026, selling an estimated $44.4K and leaving 6,875 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #102.

Heck Capital Advisors first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2024. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Heck Capital Advisors held 6,875 shares of iShares Russell 2000 Value ETF worth $1.52M as of Q2 2026.
Heck Capital Advisors sold 212 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $44.4K.
iShares Russell 2000 Value ETF made up 0.09% of Heck Capital Advisors's portfolio in Q2 2026, its #102 holding.
Heck Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Heck Capital Advisors's iShares Russell 2000 Value ETF position peaked at $12.6M in Q4 2024.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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