ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Heck Capital Advisors, LLC's Holding History (CIK: 0002046227)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,199 Value ($000) $4,669 Avg Close — Range —
Q3 2025
Shares 20,636 Value ($000) $4,201 Avg Close — Range —
Q2 2025
Shares 25,957 Value ($000) $5,042 Avg Close — Range —
Q1 2025
Shares 12,545 Value ($000) $2,360 Avg Close — Range —
Q4 2024
Shares 8,031 Value ($000) $1,487 Avg Close — Range —
Q3 2024
Shares 1,331 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 1,379 Value ($000) $241 Avg Close — Range —
Q1 2024
Shares 1,477 Value ($000) $265 Avg Close — Range —
Q4 2023
Shares 325 Value ($000) $54 Avg Close — Range —
Q2 2023
Shares 2,750 Value ($000) $434 Avg Close — Range —
Q1 2023
Shares 3,229 Value ($000) $492 Avg Close — Range —
Q4 2022
Shares 3,254 Value ($000) $493 Avg Close — Range —
Q3 2022
Shares 3,493 Value ($000) $475 Avg Close — Range —
Q2 2022
Shares 3,693 Value ($000) $535 Avg Close — Range —