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iShares S&P SmallCap 600 Index shares owned by Heck Capital Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heck Capital Advisors from 13F filings

Historical chart of Heck Capital Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 132k 118.83
2025-06-30 $15M 137k 109.29
2024-12-31 $55M 477k 115.22
2024-09-30 $29M 245k 116.96
2024-06-30 $24M 228k 106.66
2024-03-31 $32M 291k 110.52
2023-12-31 $31M 284k 108.25
2023-09-30 $26M 273k 94.33
2023-06-30 $25M 248k 99.65
2023-03-31 $24M 252k 96.70
2022-12-31 $23M 247k 94.64
2022-09-30 $20M 224k 87.19
2022-06-30 $20M 211k 92.41
2022-03-31 $19M 177k 107.88
2021-12-31 $20M 172k 114.51
2021-09-30 $19M 177k 109.19
2021-06-30 $19M 172k 112.98
2021-03-31 $18M 165k 108.53
2020-12-31 $12M 133k 91.90
2020-09-30 $8.4M 120k 70.23
2020-06-30 $12M 177k 68.29
2020-03-31 $8.6M 153k 56.11
2019-12-31 $13M 154k 83.85
2019-09-30 $12M 150k 77.84
2019-06-30 $17M 210k 78.28
2019-03-31 $15M 192k 77.15
2018-12-31 $9.6M 139k 69.32
2018-09-30 $12M 134k 87.24
2018-06-30 $12M 137k 83.46
2018-03-31 $9.9M 128k 77.01
2017-12-31 $12M 154k 76.81
2017-09-30 $11M 149k 74.22
2017-06-30 $13M 180k 70.11
2017-03-31 $13M 184k 69.16
2016-12-31 $11M 76k 137.52

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 SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index