HCA
Heck Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
82,599
-49,242
| -37% | -$6.83M | 0.99% | 25 |
|
|
2025
Q1 | $15.5M | Buy |
131,841
+877
| +0.7% | +$103K | 1.74% | 15 |
|
|
2024
Q4 | $16.6M | Buy |
130,964
+54,702
| +72% | +$6.93M | 1.9% | 13 |
|
|
2024
Q3 | $8.94M | Buy |
76,262
+29,584
| +63% | +$3.47M | 1.03% | 24 |
|
|
2024
Q2 | $5.15M | Sell |
46,678
-66,194
| -59% | -$7.3M | 0.64% | 44 |
|
|
2024
Q1 | $12.9M | Buy |
112,872
+61,121
| +118% | +$6.98M | 1.96% | 12 |
|
|
2023
Q4 | $5.41M | Sell |
51,751
-7,417
| -13% | -$775K | 0.88% | 37 |
|
|
2023
Q3 | $5.4M | Buy |
59,168
+2,180
| +4% | +$199K | 1% | 30 |
|
|
2023
Q2 | $5.51M | Buy |
56,988
+10,994
| +24% | +$1.06M | 0.95% | 33 |
|
|
2023
Q1 | $4.19M | Sell |
45,994
-1,335
| -3% | -$122K | 0.8% | 34 |
|
|
2022
Q4 | $3.96M | Sell |
47,329
-1,790
| -4% | -$150K | 0.77% | 36 |
|
|
2022
Q3 | $3.85M | Sell |
49,119
-1,826
| -4% | -$143K | 0.79% | 35 |
|
|
2022
Q2 | $4.04M | Buy |
+50,945
| New | +$4.04M | 0.81% | 39 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | -$612 | – | 115 |
|
|
2021
Q1 | $612 | Buy |
+6
| New | +$612 | ﹤0.01% | 114 |
|