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iShares Russell Midcap Value Index shares owned by Heck Capital Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Heck Capital Advisors from 13F filings

Historical chart of Heck Capital Advisors investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap 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 Russell Midcap Value Index by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 11k 139.67
2025-06-30 $1.4M 10k 132.15
2024-12-31 $798k 6.2k 129.34
2021-03-31 $5.2k 48 109.29

More positions owned by Heck Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Heck Capital Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index