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 -20,302	-54%	-$3.28M	0.29%	59
2024 Q4	$6.17M	Buy	37,593 +36,416	+3,094%	+$6.21M	0.71%	36
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

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return