HCA
Heck Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
10,401
-1,203
| -10% | -$159K | 0.12% | 91 |
|
|
2025
Q1 | $1.46M | Buy |
11,604
+5,437
| +88% | +$685K | 0.16% | 78 |
|
|
2024
Q4 | $798K | Buy |
+6,167
| New | +$798K | 0.09% | 90 |
|
|
2021
Q2 | – | Sell |
-48
| Closed | -$5.25K | – | 117 |
|
|
2021
Q1 | $5.25K | Buy |
+48
| New | +$5.25K | ﹤0.01% | 111 |
|