FHC
First Heartland Consultants’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
36,887
-694
| -2% | -$104K | 0.49% | 54 |
|
|
2025
Q1 | $4.78M | Sell |
37,581
-242
| -0.6% | -$30.8K | 0.49% | 60 |
|
|
2024
Q4 | $5.27M | Buy |
37,823
+327
| +0.9% | +$45.6K | 0.54% | 47 |
|
|
2024
Q3 | $4.95M | Sell |
37,496
-786
| -2% | -$104K | 0.53% | 45 |
|
|
2024
Q2 | $4.88K | Sell |
38,282
-1,347
| -3% | -$172 | 0.34% | 55 |
|
|
2024
Q1 | $4.65M | Sell |
39,629
-32
| -0.1% | -$3.75K | 0.48% | 59 |
|
|
2023
Q4 | $4.13M | Sell |
39,661
-1,048
| -3% | -$109K | 0.5% | 56 |
|
|
2023
Q3 | $3.86M | Sell |
40,709
-216
| -0.5% | -$20.5K | 0.49% | 63 |
|
|
2023
Q2 | $4M | Sell |
40,925
-586
| -1% | -$57.2K | 0.52% | 53 |
|
|
2023
Q1 | $3.68M | Sell |
41,511
-392
| -0.9% | -$34.8K | 0.55% | 54 |
|
|
2022
Q4 | $3.42M | Sell |
41,903
-1,113
| -3% | -$90.7K | 0.55% | 48 |
|
|
2022
Q3 | $3.45K | Buy |
43,016
+216
| +0.5% | +$17 | 0.3% | 44 |
|
|
2022
Q2 | $3.58M | Sell |
42,800
-529
| -1% | -$44.3K | 0.56% | 38 |
|
|
2022
Q1 | $4.58M | Buy |
43,329
+4,804
| +12% | +$508K | 0.71% | 30 |
|
|
2021
Q4 | $4.46K | Buy |
38,525
+3,063
| +9% | +$354 | 0.17% | 42 |
|
|
2021
Q3 | $3.63M | Buy |
35,462
+1,342
| +4% | +$137K | 0.55% | 46 |
|
|
2021
Q2 | $3.45M | Buy |
34,120
+1,867
| +6% | +$189K | 0.52% | 48 |
|
|
2021
Q1 | $2.93M | Buy |
32,253
+2,057
| +7% | +$187K | 0.47% | 57 |
|
|
2020
Q4 | $2.68M | Buy |
30,196
+3,945
| +15% | +$350K | 0.45% | 52 |
|
|
2020
Q3 | $2.1M | Buy |
26,251
+1,131
| +5% | +$90.5K | 0.4% | 58 |
|
|
2020
Q2 | $1.81M | Buy |
25,120
+1,839
| +8% | +$132K | 0.36% | 66 |
|
|
2020
Q1 | $1.33M | Sell |
23,281
-182
| -0.8% | -$10.4K | 0.34% | 69 |
|
|
2019
Q4 | $1.59M | Buy |
23,463
+1,518
| +7% | +$103K | 0.31% | 82 |
|
|
2019
Q3 | $1.38M | Buy |
21,945
+1,014
| +5% | +$63.8K | 0.3% | 86 |
|
|
2019
Q2 | $1.31M | Buy |
20,931
+2,524
| +14% | +$158K | 0.32% | 82 |
|
|
2019
Q1 | $1.11M | Buy |
18,407
+343
| +2% | +$20.7K | 0.31% | 80 |
|
|
2018
Q4 | $952K | Buy |
18,064
+2,779
| +18% | +$146K | 0.36% | 75 |
|
|
2018
Q3 | $949K | Sell |
15,285
-188
| -1% | -$11.7K | 0.3% | 81 |
|
|
2018
Q2 | $885K | Buy |
15,473
+1,491
| +11% | +$85.3K | 0.31% | 82 |
|
|
2018
Q1 | $764K | Sell |
13,982
-137
| -1% | -$7.49K | 0.23% | 112 |
|
|
2017
Q4 | $759K | Buy |
14,119
+1,786
| +14% | +$96K | 0.23% | 114 |
|
|
2017
Q3 | $623K | Buy |
12,333
+1,340
| +12% | +$67.7K | 0.15% | 180 |
|
|
2017
Q2 | $530K | Buy |
10,993
+456
| +4% | +$22K | 0.14% | 192 |
|
|
2017
Q1 | $489K | Buy |
10,537
+532
| +5% | +$24.7K | 0.14% | 194 |
|
|
2016
Q4 | $429K | Buy |
10,005
+834
| +9% | +$35.8K | 0.13% | 196 |
|
|
2016
Q3 | $390K | Buy |
9,171
+5,131
| +127% | +$218K | 0.11% | 201 |
|
|
2016
Q2 | $330 | Buy |
4,040
+1,329
| +49% | +$109 | 0.04% | 212 |
|
|
2016
Q1 | $220K | Buy |
+2,711
| New | +$220K | 0.08% | 235 |
|