FHC
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First Heartland Consultants’s iShares Global 100 ETF IOO Stock Holding History

First Heartland Consultants’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.22M Buy
8,454
+547
+7% +$77.9K 0.08% 193
2026
Q2 		$1.08M Buy
7,907
+285
+4% +$38.8K 0.07% 211
2026
Q1 		$922K Buy
7,622
+1,066
+16% +$134K 0.07% 195
2025
Q4 		$830K Sell
6,556
-1,350
-17% -$168K 0.06% 205
2025
Q3 		$949K Buy
7,906
+5
+0.1% +$569 0.08% 184
2025
Q2 		$852K Sell
7,901
-206
-3% -$20.4K 0.08% 184
2025
Q1 		$781K Buy
8,107
+1,219
+18% +$123K 0.08% 179
2024
Q4 		$694K Buy
6,888
+652
+10% +$65.5K 0.07% 189
2024
Q3 		$618K Buy
6,236
+182
+3% +$17.6K 0.07% 202
2024
Q2 		$585K Buy
6,054
+62
+1% +$5.68K 0.04% 235
2024
Q1 		$536K Buy
5,992
+246
+4% +$20.9K 0.06% 238
2023
Q4 		$463K Sell
5,746
-263
-4% -$20.1K 0.06% 221
2023
Q3 		$440K Buy
6,009
+167
+3% +$12.7K 0.06% 233
2023
Q2 		$444K Buy
+5,842
New +$427K 0.06% 230

Other funds holding IOO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

First Heartland Consultants's IOO Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Global 100 ETF (IOO) stake by 6.9% in Q3 2026, buying an estimated $77.9K and bringing the position to 8,454 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #193.

First Heartland Consultants first reported a position in IOO in Q2 2023 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold IOO as of Q3 2026.

  • First Heartland Consultants held 8,454 shares of iShares Global 100 ETF worth $1.22M as of Q3 2026.
  • First Heartland Consultants bought 547 iShares Global 100 ETF shares in Q3 2026, an estimated $77.9K.
  • iShares Global 100 ETF made up 0.08% of First Heartland Consultants's portfolio in Q3 2026, its #193 holding.
  • First Heartland Consultants first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 14 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.