iShares S&P MidCap 400 Index shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 25k | 65.26 |
| 2025-06-30 | $1.6M | 26k | 62.02 |
| 2024-12-31 | $2.3M | 37k | 62.31 |
| 2024-09-30 | $1.9M | 31k | 62.32 |
| 2024-06-30 | $9.8M | 168k | 58.52 |
| 2024-03-31 | $9.6M | 159k | 60.74 |
| 2023-12-31 | $2.2M | 7.8k | 277.15 |
| 2023-09-30 | $2.8M | 11k | 249.34 |
| 2023-06-30 | $2.6M | 10k | 261.47 |
| 2023-03-31 | $1.9M | 7.5k | 250.14 |
| 2022-12-31 | $2.2M | 9.2k | 241.90 |
| 2022-09-30 | $967k | 4.4k | 219.27 |
| 2022-06-30 | $1.0M | 4.6k | 226.24 |
| 2022-03-31 | $2.6M | 9.5k | 268.33 |
| 2021-12-31 | $2.7M | 9.6k | 283.09 |
| 2021-09-30 | $3.2M | 12k | 263.07 |
| 2021-06-30 | $3.1M | 11k | 268.72 |
| 2021-03-31 | $1.4M | 5.5k | 260.30 |
| 2020-12-31 | $697k | 3.0k | 229.84 |
| 2020-09-30 | $293k | 1.6k | 185.33 |
| 2020-06-30 | $320k | 1.8k | 177.84 |
| 2020-03-31 | $1.1M | 7.5k | 143.86 |
| 2019-12-31 | $1.8M | 8.6k | 205.83 |
| 2019-09-30 | $1.6M | 8.2k | 193.23 |
| 2019-06-30 | $1.7M | 8.6k | 194.27 |
| 2019-03-31 | $1.7M | 8.7k | 189.39 |
| 2018-12-31 | $1.3M | 8.1k | 166.06 |
| 2018-09-30 | $1.6M | 8.1k | 201.28 |
| 2018-06-30 | $1.6M | 8.1k | 194.78 |
| 2018-03-31 | $1.5M | 7.9k | 187.57 |
| 2017-12-31 | $1.5M | 7.7k | 189.79 |
| 2017-09-30 | $1.3M | 7.1k | 178.90 |
| 2017-06-30 | $1.1M | 6.5k | 173.95 |
| 2017-03-31 | $1.4M | 8.1k | 171.22 |
| 2016-12-31 | $1.3M | 7.9k | 165.34 |