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
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 		$585 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

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Heartland Consultants's IOO Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Global 100 ETF (IOO) stake by 3.7% in Q2 2026, buying an estimated $38.8K and bringing the position to 7,907 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #211.

First Heartland Consultants first reported a position in IOO in Q2 2023 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • First Heartland Consultants held 7,907 shares of iShares Global 100 ETF worth $1.08M as of Q2 2026.
  • First Heartland Consultants bought 285 iShares Global 100 ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Global 100 ETF made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #211 holding.
  • First Heartland Consultants first reported a position in iShares Global 100 ETF in Q2 2023 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.