FHC
IUSG icon

First Heartland Consultants’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Heartland Consultants’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.6M Sell
35,104
-455
-1% -$82.2K 0.43% 63
2026
Q1 		$5.52M Sell
35,559
-614
-2% -$101K 0.42% 60
2025
Q4 		$6.07M Sell
36,173
-319
-0.9% -$53.2K 0.46% 58
2025
Q3 		$6M Sell
36,492
-395
-1% -$62K 0.48% 51
2025
Q2 		$5.55M Sell
36,887
-694
-2% -$94.1K 0.49% 54
2025
Q1 		$4.78M Sell
37,581
-242
-0.6% -$33.5K 0.49% 60
2024
Q4 		$5.27M Buy
37,823
+327
+0.9% +$44.9K 0.54% 47
2024
Q3 		$4.95M Sell
37,496
-786
-2% -$100K 0.53% 45
2024
Q2 		$4.88K Sell
38,282
-1,347
-3% -$161K 0.34% 55
2024
Q1 		$4.64M Sell
39,629
-32
-0.1% -$3.56K 0.48% 59
2023
Q4 		$4.13M Sell
39,661
-1,048
-3% -$103K 0.5% 56
2023
Q3 		$3.86M Sell
40,709
-216
-0.5% -$21.2K 0.49% 63
2023
Q2 		$4M Sell
40,925
-586
-1% -$53.7K 0.52% 53
2023
Q1 		$3.68M Sell
41,511
-392
-0.9% -$33.4K 0.55% 54
2022
Q4 		$3.42M Sell
41,903
-1,113
-3% -$93K 0.55% 48
2022
Q3 		$3.45K Buy
43,016
+216
+0.5% +$19.5K 0.3% 44
2022
Q2 		$3.58M Sell
42,800
-529
-1% -$48.5K 0.56% 38
2022
Q1 		$4.58M Buy
43,329
+4,804
+12% +$499K 0.71% 30
2021
Q4 		$4.46K Buy
38,525
+3,063
+9% +$341K 0.17% 42
2021
Q3 		$3.63M Buy
35,462
+1,342
+4% +$142K 0.55% 46
2021
Q2 		$3.44M Buy
34,120
+1,867
+6% +$180K 0.52% 48
2021
Q1 		$2.93M Buy
32,253
+2,057
+7% +$185K 0.47% 57
2020
Q4 		$2.68M Buy
30,196
+3,945
+15% +$332K 0.45% 52
2020
Q3 		$2.1M Buy
26,251
+1,131
+5% +$88.6K 0.4% 58
2020
Q2 		$1.81M Buy
25,120
+1,839
+8% +$122K 0.36% 66
2020
Q1 		$1.33M Sell
23,281
-182
-0.8% -$12K 0.34% 69
2019
Q4 		$1.59M Buy
23,463
+1,518
+7% +$98.3K 0.31% 82
2019
Q3 		$1.38M Buy
21,945
+1,014
+5% +$64.1K 0.3% 86
2019
Q2 		$1.31M Buy
20,931
+2,524
+14% +$155K 0.32% 82
2019
Q1 		$1.11M Buy
18,407
+343
+2% +$19.7K 0.31% 80
2018
Q4 		$952K Buy
18,064
+2,779
+18% +$158K 0.36% 75
2018
Q3 		$949K Sell
15,285
-188
-1% -$11.4K 0.3% 81
2018
Q2 		$885K Buy
15,473
+1,491
+11% +$84.3K 0.31% 82
2018
Q1 		$764K Sell
13,982
-137
-1% -$7.68K 0.23% 112
2017
Q4 		$759K Buy
14,119
+1,786
+14% +$93.9K 0.23% 114
2017
Q3 		$623K Buy
12,333
+1,340
+12% +$66.4K 0.15% 180
2017
Q2 		$530K Buy
10,993
+456
+4% +$21.8K 0.14% 192
2017
Q1 		$489K Buy
10,537
+532
+5% +$24.1K 0.14% 194
2016
Q4 		$429K Buy
10,005
+834
+9% +$35.4K 0.13% 196
2016
Q3 		$390K Buy
9,171
+1,091
+14% +$46.3K 0.11% 201
2016
Q2 		$330 Buy
8,080
+2,658
+49% +$108K 0.04% 212
2016
Q1 		$220K Buy
+5,422
New +$208K 0.08% 235

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM

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

First Heartland Consultants reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.3% in Q2 2026, selling an estimated $82.2K and leaving 35,104 shares worth $6.6M. The position accounts for 0.43% of the portfolio, ranked #63.

First Heartland Consultants first reported a position in IUSG in Q1 2016 and has held it in 42 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • First Heartland Consultants held 35,104 shares of iShares Core S&P US Growth ETF worth $6.6M as of Q2 2026.
  • First Heartland Consultants sold 455 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $82.2K.
  • iShares Core S&P US Growth ETF made up 0.43% of First Heartland Consultants's portfolio in Q2 2026, its #63 holding.
  • First Heartland Consultants first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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