iShares S&P 500 Growth Index shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 36k | 120.72 |
| 2025-06-30 | $4.0M | 36k | 110.10 |
| 2024-12-31 | $9.0M | 88k | 101.53 |
| 2024-09-30 | $6.9M | 72k | 95.75 |
| 2024-06-30 | $6.8M | 74k | 92.54 |
| 2024-03-31 | $83k | 988 | 84.44 |
| 2023-12-31 | $74k | 988 | 75.10 |
| 2023-09-30 | $68k | 988 | 68.42 |
| 2023-06-30 | $43k | 613 | 70.48 |
| 2023-03-31 | $916k | 14k | 63.89 |
| 2022-12-31 | $776k | 13k | 58.50 |
| 2022-09-30 | $83k | 988 | 84.44 |
| 2022-06-30 | $463k | 7.7k | 60.35 |
| 2022-03-31 | $769k | 10k | 76.38 |
| 2021-12-31 | $977k | 12k | 83.67 |
| 2021-09-30 | $684k | 9.3k | 73.91 |
| 2021-06-30 | $797k | 11k | 72.73 |
| 2021-03-31 | $538k | 8.3k | 65.11 |
| 2020-12-31 | $275k | 4.3k | 63.82 |
| 2020-09-30 | $394k | 1.7k | 231.08 |
| 2020-06-30 | $337k | 1.6k | 207.49 |
| 2018-12-31 | $0 | 0 | 0.00 |