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

Heck Capital Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83M Sell
17,216
-2,515
-13% -$397K 0.17% 78
2026
Q1 		$2.88M Buy
19,731
+8,957
+83% +$1.33M 0.21% 71
2025
Q4 		$1.52M Buy
10,774
+81
+0.8% +$11.3K 0.11% 95
2025
Q3 		$1.49M Buy
10,693
+292
+3% +$39.9K 0.12% 94
2025
Q2 		$1.37M Sell
10,401
-1,203
-10% -$151K 0.12% 91
2025
Q1 		$1.46M Buy
11,604
+5,437
+88% +$708K 0.16% 78
2024
Q4 		$798K Buy
+6,167
New +$825K 0.09% 90
2021
Q2 		– Sell
-48
Closed -$5.25K – 117
2021
Q1 		$5.25K Buy
+48
New +$5K ﹤0.01% 111

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q2 2026, selling an estimated $397K and leaving 17,216 shares worth $2.83M. The position accounts for 0.17% of the portfolio, ranked #78.

Heck Capital Advisors first reported a position in IWS in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.88M in Q1 2026. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Heck Capital Advisors held 17,216 shares of iShares Russell Mid-Cap Value ETF worth $2.83M as of Q2 2026.
  • Heck Capital Advisors sold 2,515 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $397K.
  • iShares Russell Mid-Cap Value ETF made up 0.17% of Heck Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • Heck Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 8 quarters since.
  • Heck Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.88M in Q1 2026.
  • 488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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