Heck Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Sell	90,654 -1,790	-2%	-$247K	0.79%	32
2026 Q1	$11.8M	Buy	92,444 +9,007	+11%	+$1.22M	0.88%	25
2025 Q4	$11.4M	Buy	83,437 +3,154	+4%	+$441K	0.85%	25
2025 Q3	$11.4M	Sell	80,283 -2,316	-3%	-$327K	0.88%	25
2025 Q2	$11.5M	Sell	82,599 -49,242	-37%	-$6.23M	0.99%	25
2025 Q1	$15.5M	Buy	131,841 +877	+0.7%	+$113K	1.74%	15
2024 Q4	$16.6M	Buy	130,964 +54,702	+72%	+$6.95M	1.9%	13
2024 Q3	$8.94M	Buy	76,262 +29,584	+63%	+$3.31M	1.03%	24
2024 Q2	$5.15M	Sell	46,678 -66,194	-59%	-$7.27M	0.64%	44
2024 Q1	$12.9M	Buy	112,872 +61,121	+118%	+$6.61M	1.96%	12
2023 Q4	$5.41M	Sell	51,751 -7,417	-13%	-$703K	0.88%	37
2023 Q3	$5.4M	Buy	59,168 +2,180	+4%	+$208K	1%	30
2023 Q2	$5.51M	Buy	56,988 +10,994	+24%	+$1M	0.95%	33
2023 Q1	$4.19M	Sell	45,994 -1,335	-3%	-$119K	0.8%	34
2022 Q4	$3.96M	Sell	47,329 -1,790	-4%	-$151K	0.77%	36
2022 Q3	$3.85M	Sell	49,119 -1,826	-4%	-$157K	0.79%	35
2022 Q2	$4.04M	Buy	+50,945	New	+$4.44M	0.81%	39
2021 Q2	–	Sell	-6	Closed	-$612	–	115
2021 Q1	$612	Buy	+6	New	+$627	﹤0.01%	114

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $247K and leaving 90,654 shares worth $13.3M. The position accounts for 0.79% of the portfolio, ranked #32.

Heck Capital Advisors first reported a position in IWP in Q1 2021 and has held it in 18 quarters since. The position peaked at $16.6M in Q4 2024. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Heck Capital Advisors held 90,654 shares of iShares Russell Mid-Cap Growth ETF worth $13.3M as of Q2 2026.
Heck Capital Advisors sold 1,790 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $247K.
iShares Russell Mid-Cap Growth ETF made up 0.79% of Heck Capital Advisors's portfolio in Q2 2026, its #32 holding.
Heck Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
Heck Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $16.6M in Q4 2024.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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