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iShares S&P MidCap 400 Value Index shares owned by Heck Capital Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heck Capital Advisors from 13F filings

Historical chart of Heck Capital Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value 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 Value Index by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 25k 129.72
2025-06-30 $3.1M 25k 123.58
2024-12-31 $4.2M 34k 124.96
2024-09-30 $2.5M 20k 123.62
2024-06-30 $2.2M 19k 113.46
2024-03-31 $2.5M 21k 118.29
2023-12-31 $2.3M 20k 114.04
2023-09-30 $1.4M 14k 100.93
2023-06-30 $2.8M 26k 107.13
2023-03-31 $8.6M 84k 102.77
2022-12-31 $11M 111k 100.80
2022-09-30 $1.7M 19k 90.00
2022-06-30 $1.8M 19k 94.41
2022-03-31 $4.3M 40k 109.64
2021-12-31 $4.0M 36k 110.68
2021-09-30 $2.8M 27k 103.04
2021-06-30 $3.1M 30k 105.34
2021-03-31 $2.5M 25k 101.93
2020-12-31 $508k 5.9k 86.29
2020-09-30 $232k 1.7k 134.88
2020-06-30 $260k 2.0k 132.96
2020-03-31 $377k 3.4k 109.76
2019-12-31 $1.0M 6.0k 170.72
2019-09-30 $859k 5.4k 159.91
2019-06-30 $943k 5.9k 159.48
2019-03-31 $814k 5.2k 156.97
2018-12-31 $591k 4.3k 138.35
2018-09-30 $636k 3.8k 167.33
2018-06-30 $624k 3.8k 162.04
2018-03-31 $590k 3.8k 154.51
2017-12-31 $499k 3.1k 160.11
2017-09-30 $373k 2.4k 152.73
2017-06-30 $193k 1.3k 148.55
2017-03-31 $174k 1.2k 148.45
2016-12-31 $132k 910 145.21

More positions owned by Heck Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Heck Capital Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index