FHC
IUSV icon

First Heartland Consultants’s iShares Core S&P US Value ETF IUSV Stock Holding History

First Heartland Consultants’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Buy
19,105
+24
+0.1% +$2.6K 0.14% 131
2026
Q1 		$1.95M Sell
19,081
-651
-3% -$68.3K 0.15% 126
2025
Q4 		$2.02M Buy
19,732
+12
+0.1% +$1.22K 0.15% 118
2025
Q3 		$1.97M Hold
19,720
– – 0.16% 116
2025
Q2 		$1.87M Buy
19,720
+40
+0.2% +$3.61K 0.17% 115
2025
Q1 		$1.82M Buy
19,680
+361
+2% +$33.9K 0.19% 106
2024
Q4 		$1.79M Buy
19,319
+124
+0.6% +$11.9K 0.18% 112
2024
Q3 		$1.83M Sell
19,195
-568
-3% -$52.2K 0.2% 96
2024
Q2 		$1.74K Sell
19,763
-65
-0.3% -$5.73K 0.12% 119
2024
Q1 		$1.79M Sell
19,828
-307
-2% -$26.4K 0.19% 120
2023
Q4 		$1.7M Buy
20,135
+152
+0.8% +$11.8K 0.2% 105
2023
Q3 		$1.49M Buy
19,983
+39
+0.2% +$3.06K 0.19% 115
2023
Q2 		$1.56M Buy
19,944
+93
+0.5% +$6.95K 0.2% 107
2023
Q1 		$1.46M Sell
19,851
-55
-0.3% -$4.05K 0.22% 105
2022
Q4 		$1.41M Buy
19,906
+135
+0.7% +$9.39K 0.23% 104
2022
Q3 		$1.24K Buy
19,771
+350
+2% +$24.2K 0.11% 107
2022
Q2 		$1.3M Sell
19,421
-466
-2% -$33.5K 0.2% 101
2022
Q1 		$1.51M Sell
19,887
-409
-2% -$30.7K 0.23% 83
2021
Q4 		$1.55K Buy
20,296
+375
+2% +$27.8K 0.06% 86
2021
Q3 		$1.41M Buy
19,921
+930
+5% +$67.5K 0.21% 101
2021
Q2 		$1.37M Buy
18,991
+44
+0.2% +$3.16K 0.21% 114
2021
Q1 		$1.3M Buy
18,947
+4,051
+27% +$266K 0.21% 111
2020
Q4 		$926K Sell
14,896
-2,492
-14% -$146K 0.15% 107
2020
Q3 		$944K Sell
17,388
-3,170
-15% -$173K 0.18% 93
2020
Q2 		$1.07M Sell
20,558
-837
-4% -$42.7K 0.21% 99
2020
Q1 		$988K Buy
21,395
+167
+0.8% +$9.6K 0.25% 87
2019
Q4 		$1.34M Buy
21,228
+1,308
+7% +$78.9K 0.26% 96
2019
Q3 		$1.15M Buy
19,920
+304
+2% +$17.3K 0.25% 100
2019
Q2 		$1.11M Buy
19,616
+2,832
+17% +$158K 0.27% 92
2019
Q1 		$920K Buy
16,784
+751
+5% +$40.1K 0.26% 94
2018
Q4 		$787K Buy
16,033
+3,070
+24% +$163K 0.29% 88
2018
Q3 		$731K Sell
12,963
-92
-0.7% -$5.14K 0.23% 99
2018
Q2 		$701K Buy
13,055
+1,557
+14% +$83.9K 0.25% 105
2018
Q1 		$611K Sell
11,498
-144
-1% -$7.98K 0.18% 132
2017
Q4 		$645K Buy
11,642
+691
+6% +$37.1K 0.19% 124
2017
Q3 		$573K Buy
10,951
+525
+5% +$26.9K 0.14% 193
2017
Q2 		$531K Buy
10,426
+436
+4% +$22K 0.14% 191
2017
Q1 		$504K Buy
9,990
+470
+5% +$23.7K 0.14% 191
2016
Q4 		$468K Buy
9,520
+872
+10% +$41.2K 0.14% 183
2016
Q3 		$399K Buy
8,648
+980
+13% +$45K 0.12% 194
2016
Q2 		$343 Buy
7,668
+2,589
+51% +$113K 0.04% 200
2016
Q1 		$218K Buy
+5,079
New +$206K 0.08% 238

Other funds holding IUSV

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

First Heartland Consultants increased its iShares Core S&P US Value ETF (IUSV) stake by 0.13% in Q2 2026, buying an estimated $2.6K and bringing the position to 19,105 shares worth $2.1M. The position accounts for 0.14% of the portfolio, ranked #131.

First Heartland Consultants first reported a position in IUSV in Q1 2016 and has held it in 42 quarters since. 251 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • First Heartland Consultants held 19,105 shares of iShares Core S&P US Value ETF worth $2.1M as of Q2 2026.
  • First Heartland Consultants bought 24 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.6K.
  • iShares Core S&P US Value ETF made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #131 holding.
  • First Heartland Consultants first reported a position in iShares Core S&P US Value ETF in Q1 2016 and has held it in 42 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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