iShares Russell Midcap Index Fund shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 115k | 96.55 |
| 2025-06-30 | $11M | 115k | 91.97 |
| 2024-12-31 | $6.3M | 72k | 88.40 |
| 2024-09-30 | $1.6M | 18k | 88.14 |
| 2024-06-30 | $328k | 4.0k | 81.08 |
| 2024-03-31 | $340k | 4.0k | 84.09 |
| 2023-12-31 | $315k | 4.0k | 77.73 |
| 2023-09-30 | $280k | 4.0k | 69.25 |
| 2023-06-30 | $3.4k | 47 | 73.02 |
| 2023-03-31 | $3.3k | 47 | 69.91 |
| 2022-09-30 | $340k | 4.0k | 84.09 |
| 2021-03-31 | $1.7k | 23 | 73.91 |
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