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	Buy	1,147 +147	+15%	+$49.3K	0.04%	132
2024 Q4	$334K	Hold	1,000	–	–	0.04%	128
2024 Q3	$327K	Buy	+1,000	New	+$315K	0.04%	131

Other funds holding IWV

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return