iShares S&P 1500 Index Fund shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 177k | 145.65 |
| 2025-06-30 | $24M | 180k | 135.04 |
| 2024-12-31 | $24M | 189k | 128.62 |
| 2024-09-30 | $31M | 244k | 125.62 |
| 2024-06-30 | $14M | 118k | 118.78 |
| 2024-03-31 | $14M | 120k | 115.30 |
| 2023-12-31 | $13M | 121k | 105.23 |
| 2023-09-30 | $11M | 113k | 94.19 |
| 2023-06-30 | $6.5M | 66k | 97.84 |
| 2023-03-31 | $6.1M | 68k | 90.55 |
| 2022-12-31 | $5.9M | 70k | 84.80 |
| 2022-09-30 | $5.8M | 73k | 79.54 |
| 2022-06-30 | $6.3M | 75k | 83.78 |
| 2022-03-31 | $8.2M | 82k | 100.94 |
| 2021-12-31 | $8.3M | 78k | 106.98 |
| 2021-09-30 | $8.3M | 85k | 98.38 |
| 2021-06-30 | $8.2M | 83k | 98.76 |
| 2021-03-31 | $7.7M | 84k | 91.60 |
| 2020-12-31 | $7.3M | 85k | 86.22 |
| 2020-09-30 | $6.8M | 91k | 75.49 |
| 2020-06-30 | $8.7M | 125k | 69.44 |
| 2020-03-31 | $7.5M | 131k | 57.21 |
| 2019-12-31 | $15M | 202k | 72.69 |
| 2019-09-30 | $14M | 206k | 67.07 |
| 2019-06-30 | $14M | 209k | 66.63 |
| 2019-03-31 | $14M | 211k | 64.40 |
| 2018-12-31 | $12M | 206k | 56.76 |
| 2018-09-30 | $14M | 215k | 66.63 |
| 2018-06-30 | $14M | 216k | 62.52 |
| 2018-03-31 | $13M | 216k | 60.46 |
| 2017-12-31 | $13M | 216k | 61.14 |
| 2017-09-30 | $13M | 216k | 57.63 |
| 2017-06-30 | $12M | 217k | 55.42 |
| 2017-03-31 | $12M | 216k | 54.03 |
| 2016-12-31 | $10M | 203k | 51.29 |