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Heck Capital Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Heck Capital Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Sell
2,903
-12,222
-81% -$1.24M 0.02% 187
2026
Q1 		$1.4M Sell
15,125
-2,137
-12% -$203K 0.1% 97
2025
Q4 		$1.59M Buy
17,262
+460
+3% +$41.3K 0.12% 91
2025
Q3 		$1.48M Buy
16,802
+3,436
+26% +$295K 0.11% 95
2025
Q2 		$1.13M Buy
13,366
+8,007
+149% +$644K 0.1% 95
2025
Q1 		$440K Buy
+5,359
New +$441K 0.05% 122

Other funds holding IWX

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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 81% in Q2 2026, selling an estimated $1.24M and leaving 2,903 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #187.

Heck Capital Advisors first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2025. 100 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Heck Capital Advisors held 2,903 shares of iShares Russell Top 200 Value ETF worth $305K as of Q2 2026.
  • Heck Capital Advisors sold 12,222 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Russell Top 200 Value ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #187 holding.
  • Heck Capital Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Heck Capital Advisors's iShares Russell Top 200 Value ETF position peaked at $1.59M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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