iShares S&P 500 Value Index shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 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 500 Value Index by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 32k | 206.51 |
| 2025-06-30 | $6.3M | 32k | 195.42 |
| 2024-12-31 | $8.1M | 43k | 190.88 |
| 2024-09-30 | $5.6M | 29k | 197.17 |
| 2024-06-30 | $6.7M | 37k | 182.01 |
| 2024-03-31 | $5.7M | 31k | 186.81 |
| 2023-12-31 | $5.1M | 29k | 173.89 |
| 2023-09-30 | $3.8M | 25k | 153.84 |
| 2023-06-30 | $4.2M | 26k | 161.19 |
| 2023-03-31 | $3.2M | 21k | 151.76 |
| 2022-12-31 | $17M | 114k | 145.07 |
| 2022-09-30 | $2.2M | 17k | 128.52 |
| 2022-06-30 | $2.3M | 17k | 137.46 |
| 2022-03-31 | $1.9M | 12k | 155.72 |
| 2021-12-31 | $3.1M | 20k | 156.63 |
| 2021-09-30 | $2.5M | 17k | 145.42 |
| 2021-06-30 | $2.8M | 19k | 147.64 |
| 2021-03-31 | $2.2M | 16k | 141.24 |
| 2020-12-31 | $539k | 4.2k | 128.02 |
| 2020-09-30 | $192k | 1.7k | 112.45 |
| 2020-06-30 | $188k | 1.7k | 108.21 |