iShares S&P 500 Index shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $190M | 284k | 669.30 |
| 2025-06-30 | $168M | 271k | 620.90 |
| 2024-12-31 | $332M | 563k | 588.68 |
| 2024-09-30 | $107M | 185k | 576.82 |
| 2024-06-30 | $95M | 173k | 547.23 |
| 2024-03-31 | $53M | 100k | 525.73 |
| 2023-12-31 | $50M | 104k | 477.63 |
| 2023-09-30 | $37M | 86k | 429.43 |
| 2023-06-30 | $38M | 85k | 445.71 |
| 2023-03-31 | $31M | 76k | 411.08 |
| 2022-12-31 | $36M | 94k | 384.21 |
| 2022-09-30 | $32M | 90k | 358.65 |
| 2022-06-30 | $34M | 89k | 379.15 |
| 2022-03-31 | $49M | 108k | 453.69 |
| 2021-12-31 | $61M | 127k | 476.99 |
| 2021-09-30 | $55M | 128k | 430.82 |
| 2021-06-30 | $55M | 127k | 429.92 |
| 2021-03-31 | $50M | 126k | 397.82 |
| 2020-12-31 | $52M | 139k | 375.39 |
| 2020-09-30 | $47M | 140k | 336.06 |
| 2020-06-30 | $72M | 231k | 309.69 |
| 2020-03-31 | $52M | 203k | 258.40 |
| 2019-12-31 | $51M | 158k | 323.24 |
| 2019-09-30 | $31M | 102k | 298.52 |
| 2019-06-30 | $43M | 145k | 294.75 |
| 2019-03-31 | $41M | 143k | 284.56 |
| 2018-12-31 | $26M | 104k | 251.61 |
| 2018-09-30 | $30M | 103k | 292.73 |
| 2018-06-30 | $26M | 94k | 273.05 |
| 2018-03-31 | $24M | 89k | 265.37 |
| 2017-12-31 | $25M | 92k | 268.85 |
| 2017-09-30 | $23M | 91k | 252.93 |
| 2017-06-30 | $21M | 85k | 243.41 |
| 2017-03-31 | $19M | 82k | 237.27 |
| 2016-12-31 | $16M | 71k | 224.99 |