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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$403K Hold
1,147
– – 0.03% 147
2025
Q1 		$364K Buy
1,147
+147
+15% +$46.7K 0.04% 132
2024
Q4 		$334K Hold
1,000
– – 0.04% 128
2024
Q3 		$327K Buy
+1,000
New +$327K 0.04% 131