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

Heck Capital Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
5,535
-15,135
-73% -$5.52M 0.13% 88
2026
Q1 		$6.49M Buy
20,670
+15,573
+306% +$5.18M 0.48% 40
2025
Q4 		$1.65M Buy
5,097
+2,781
+120% +$905K 0.12% 88
2025
Q3 		$741K Buy
2,316
+231
+11% +$69.7K 0.06% 120
2025
Q2 		$596K Sell
2,085
-7,682
-79% -$2.02M 0.05% 124
2025
Q1 		$2.5M Buy
9,767
+241
+3% +$68K 0.28% 63
2024
Q4 		$2.74M Buy
9,526
+6,924
+266% +$2.05M 0.31% 56
2024
Q3 		$739K Buy
2,602
+93
+4% +$25.5K 0.09% 95
2024
Q2 		$659K Buy
2,509
+395
+19% +$103K 0.08% 96
2024
Q1 		$572K Buy
2,114
+101
+5% +$25.8K 0.09% 91
2023
Q4 		$508K Sell
2,013
-770
-28% -$174K 0.08% 94
2023
Q3 		$624K Buy
2,783
+536
+24% +$128K 0.12% 87
2023
Q2 		$545K Buy
+2,247
New +$515K 0.09% 86

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 73% in Q2 2026, selling an estimated $5.52M and leaving 5,535 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #88.

Heck Capital Advisors first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.49M in Q1 2026. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Heck Capital Advisors held 5,535 shares of iShares Russell 2000 Growth ETF worth $2.18M as of Q2 2026.
  • Heck Capital Advisors sold 15,135 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.52M.
  • iShares Russell 2000 Growth ETF made up 0.13% of Heck Capital Advisors's portfolio in Q2 2026, its #88 holding.
  • Heck Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Heck Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $6.49M in Q1 2026.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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