Heck Capital Advisors »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 95.89
2025-06-30 $1.5M 17k 90.98
2024-12-31 $1.9M 21k 90.93
2024-09-30 $3.0M 33k 91.93
2024-06-30 $2.8M 31k 88.11
2024-03-31 $1.5M 17k 91.25
2023-12-31 $1.3M 16k 79.22
2023-09-30 $1.2M 17k 72.24
2023-06-30 $837k 11k 75.00
2023-03-31 $1.2M 17k 71.51
2022-12-31 $1.1M 17k 68.30
2022-09-30 $635k 10k 63.02
2022-06-30 $660k 10k 63.73
2022-03-31 $6.7M 87k 77.27
2021-12-31 $1.6M 19k 85.26
2021-09-30 $1.5M 20k 79.19
2021-06-30 $1.4M 17k 80.93
2021-03-31 $1.1M 14k 78.37
2020-12-31 $441k 6.1k 72.22
2020-09-30 $390k 1.6k 239.19
2020-06-30 $415k 1.9k 224.03
2020-03-31 $580k 3.2k 178.46
2019-12-31 $355k 1.5k 238.18
2019-09-30 $298k 1.3k 223.91
2019-06-30 $7.2M 32k 226.27
2019-03-31 $7.0M 32k 219.10
2018-12-31 $5.8M 30k 191.23
2018-09-30 $7.3M 32k 232.94
2018-06-30 $7.1M 32k 224.78
2018-03-31 $6.9M 32k 218.33
2017-12-31 $6.8M 32k 215.83
2017-09-30 $6.3M 31k 202.36
2017-06-30 $6.1M 31k 196.62
2017-03-31 $5.9M 31k 190.91
2016-12-31 $5.6M 31k 182.20

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 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth