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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	127,185 +1,955	+2%	+$206K	0.84%	28
2026 Q1	$12.2M	Sell	125,230 -35,309	-22%	-$3.53M	0.9%	24
2025 Q4	$15.5M	Buy	160,539 +45,939	+40%	+$4.42M	1.15%	22
2025 Q3	$11.1M	Buy	114,600 +82	+0.1%	+$7.77K	0.86%	26
2025 Q2	$10.5M	Buy	114,518 +42,485	+59%	+$3.67M	0.91%	28
2025 Q1	$6.13M	Sell	72,033 -71,220	-50%	-$6.35M	0.69%	38
2024 Q4	$12.7M	Buy	143,253 +125,626	+713%	+$11.4M	0.54%	33
2024 Q3	$1.55M	Buy	17,627 +13,580	+336%	+$1.14M	0.18%	70
2024 Q2	$328K	Hold	4,047	–	–	0.04%	121
2024 Q1	$340K	Hold	4,047	–	–	0.05%	109
2023 Q4	$315K	Hold	4,047	–	–	0.05%	113
2023 Q3	$280K	Buy	4,047 +4,000	+8,511%	+$292K	0.05%	112
2023 Q2	$3.43K	Hold	47	–	–	﹤0.01%	156
2023 Q1	$3.29K	Buy	+47	New	+$3.32K	﹤0.01%	146
2021 Q2	–	Sell	-23	Closed	-$1.7K	–	116
2021 Q1	$1.7K	Buy	+23	New	+$1.66K	﹤0.01%	113

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, buying an estimated $206K and bringing the position to 127,185 shares worth $14M. The position accounts for 0.84% of the portfolio, ranked #28.

Heck Capital Advisors first reported a position in IWR in Q1 2021 and has held it in 15 quarters since. The position peaked at $15.5M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Heck Capital Advisors held 127,185 shares of iShares Russell Mid-Cap ETF worth $14M as of Q2 2026.
Heck Capital Advisors bought 1,955 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $206K.
iShares Russell Mid-Cap ETF made up 0.84% of Heck Capital Advisors's portfolio in Q2 2026, its #28 holding.
Heck Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
Heck Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $15.5M in Q4 2025.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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