Ishares Tr usa min vo shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $697k | 7.3k | 95.14 |
| 2025-06-30 | $1.0M | 11k | 93.87 |
| 2024-12-31 | $10M | 114k | 88.79 |
| 2024-09-30 | $543k | 5.9k | 91.31 |
| 2024-06-30 | $499k | 5.9k | 83.97 |
| 2024-03-31 | $497k | 5.9k | 83.58 |
| 2023-12-31 | $463k | 5.9k | 78.02 |
| 2023-09-30 | $429k | 5.9k | 72.39 |
| 2023-06-30 | $441k | 5.9k | 74.34 |
| 2023-03-31 | $431k | 5.9k | 72.74 |
| 2022-12-31 | $418k | 5.8k | 72.11 |
| 2022-09-30 | $497k | 5.9k | 83.58 |
| 2022-06-30 | $407k | 5.8k | 70.21 |
| 2022-03-31 | $449k | 5.8k | 77.57 |
| 2021-12-31 | $2.4M | 30k | 80.90 |
| 2021-09-30 | $2.2M | 30k | 73.50 |
| 2021-06-30 | $2.1M | 29k | 73.61 |
| 2021-03-31 | $2.7M | 40k | 69.19 |
| 2020-12-31 | $7.1M | 104k | 67.88 |
| 2020-09-30 | $14M | 216k | 63.73 |
| 2020-06-30 | $19M | 305k | 60.63 |
| 2020-03-31 | $11M | 195k | 54.01 |
| 2019-12-31 | $6.6M | 101k | 65.60 |
| 2019-09-30 | $5.9M | 93k | 64.10 |
| 2019-06-30 | $188k | 3.1k | 61.73 |