Heck Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
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2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $6.33M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $3.43K | Hold |
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|
2023
Q1 | $3.29K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.7K | Buy |
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