HCA
Heck Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
114,518
+42,485
| +59% | +$3.91M | 0.91% | 28 |
|
|
2025
Q1 | $6.13M | Buy |
72,033
+472
| +0.7% | +$40.2K | 0.69% | 38 |
|
|
2024
Q4 | $6.33M | Buy |
71,561
+53,934
| +306% | +$4.77M | 0.73% | 35 |
|
|
2024
Q3 | $1.55M | Buy |
17,627
+13,580
| +336% | +$1.2M | 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% | +$277K | 0.05% | 112 |
|
|
2023
Q2 | $3.43K | Hold |
47
| – | – | ﹤0.01% | 156 |
|
|
2023
Q1 | $3.29K | Buy |
+47
| New | +$3.29K | ﹤0.01% | 146 |
|
|
2021
Q2 | – | Sell |
-23
| Closed | -$1.7K | – | 116 |
|
|
2021
Q1 | $1.7K | Buy |
+23
| New | +$1.7K | ﹤0.01% | 113 |
|