HCA
IWR icon

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 Buy
72,033
+472
+0.7% +$42.1K 0.69% 38
2024
Q4 		$6.33M Buy
71,561
+53,934
+306% +$4.9M 0.73% 35
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return