Ishares Tr shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 6.5k | 42.56 |
| 2025-06-30 | $257k | 6.5k | 39.55 |
| 2024-12-31 | $278k | 6.8k | 41.13 |
| 2024-09-30 | $286k | 6.8k | 41.81 |
| 2024-06-30 | $278k | 7.3k | 37.87 |
| 2024-03-31 | $278k | 7.1k | 39.17 |
| 2023-12-31 | $273k | 7.1k | 38.26 |
| 2023-09-30 | $241k | 7.3k | 33.06 |
| 2023-06-30 | $239k | 6.8k | 35.02 |
| 2023-03-31 | $233k | 6.9k | 33.91 |
| 2022-12-31 | $178k | 5.4k | 33.22 |
| 2022-09-30 | $278k | 7.1k | 39.17 |