Heck Capital Advisors, LLC Russell Micro Cap ETF Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 13, 2025	BUY	$120.3 - $138.84 $3.26 Million - $3.76 Million	27,111 New	27,111 $3.53 Billion
Q4 2024 Jan 23, 2025	BUY	$120.3 - $138.84 $3.46 Million - $3.99 Million	28,722 New	28,722 $3.74 Billion
Q2 2024 May 19, 2025	SELL	$109.35 - $119.81 $4.52 Million - $4.96 Million	-41,359 Closed	0 $0
Q1 2024 May 19, 2025	SELL	$109.23 - $121.19 $40,524 - $44,961	-371 Reduced 0.89%	41,359 $5.01 Billion
Q4 2023 May 19, 2025	BUY	$90.78 - $118.63 $3.79 Million - $4.95 Million	41,730 New	41,730 $4.84 Billion
Q4 2022 May 19, 2025	SELL	$103.28 - $114.29 $4.27 Million - $4.73 Million	-41,359 Closed	0 $0
Q3 2022 May 19, 2025	BUY	$101.64 - $126.54 $4.2 Million - $5.23 Million	41,359 New	41,359 $5.01 Billion

Others Institutions Holding IWC

# of Institutions

236

Shares Held

3.84M

Call Options Held

23.6K

Put Options Held

2.3K

1832 Asset Management L.P. Toronto, A6

542K
Shares

$71.4 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

202K
Shares

$26.6 Million
0.0% of portfolio
Ci Private Wealth, LLC Miami, FL

185K
Shares

$24.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

167K
Shares

$22 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

146K
Shares

$19.3 Million
0.43% of portfolio

About RUSSELL MICRO CAP ETF

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