Heck Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Heck Capital Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53M	Buy	124,292 +123,145	+10,736%	+$50.7M	3.17%	6
2026 Q1	$425K	Hold	1,147	–	–	0.03%	154
2025 Q4	$444K	Hold	1,147	–	–	0.03%	161
2025 Q3	$435K	Hold	1,147	–	–	0.03%	155
2025 Q2	$403K	Hold	1,147	–	–	0.03%	147
2025 Q1	$364K	Sell	1,147 -853	-43%	-$286K	0.04%	132
2024 Q4	$669K	Buy	2,000 +1,000	+100%	+$337K	0.03%	165
2024 Q3	$327K	Buy	+1,000	New	+$315K	0.04%	131

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares Russell 3000 ETF (IWV) stake by 10,736% in Q2 2026, buying an estimated $50.7M and bringing the position to 124,292 shares worth $53M. The position accounts for 3.17% of the portfolio, ranked #6.

Heck Capital Advisors first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Heck Capital Advisors held 124,292 shares of iShares Russell 3000 ETF worth $53M as of Q2 2026.
Heck Capital Advisors bought 123,145 iShares Russell 3000 ETF shares in Q2 2026, an estimated $50.7M.
iShares Russell 3000 ETF made up 3.17% of Heck Capital Advisors's portfolio in Q2 2026, its #6 holding.
Heck Capital Advisors first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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