FHC
First Heartland Consultants’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
3,011
-1,603
| -35% | -$346K | 0.06% | 227 |
|
|
2025
Q1 | $920K | Sell |
4,614
-5,452
| -54% | -$1.09M | 0.1% | 157 |
|
|
2024
Q4 | $2.22M | Sell |
10,066
-3,896
| -28% | -$861K | 0.23% | 97 |
|
|
2024
Q3 | $3.08M | Buy |
13,962
+11,577
| +485% | +$2.56M | 0.33% | 62 |
|
|
2024
Q2 | $484 | Sell |
2,385
-651
| -21% | -$132 | 0.03% | 264 |
|
|
2024
Q1 | $639K | Sell |
3,036
-7
| -0.2% | -$1.47K | 0.07% | 216 |
|
|
2023
Q4 | $611K | Buy |
3,043
+189
| +7% | +$37.9K | 0.07% | 188 |
|
|
2023
Q3 | $504K | Sell |
2,854
-15,285
| -84% | -$2.7M | 0.06% | 209 |
|
|
2023
Q2 | $3.4M | Buy |
18,139
+16,261
| +866% | +$3.05M | 0.44% | 60 |
|
|
2023
Q1 | $335K | Sell |
1,878
-6,391
| -77% | -$1.14M | 0.05% | 259 |
|
|
2022
Q4 | $1.44M | Buy |
8,269
+6,398
| +342% | +$1.12M | 0.23% | 101 |
|
|
2022
Q3 | $308 | Buy |
1,871
+220
| +13% | +$36 | 0.03% | 251 |
|
|
2022
Q2 | $279K | Buy |
1,651
+136
| +9% | +$23K | 0.04% | 277 |
|
|
2022
Q1 | $311K | Sell |
1,515
-3,494
| -70% | -$717K | 0.05% | 258 |
|
|
2021
Q4 | $1.11K | Sell |
5,009
-3,115
| -38% | -$693 | 0.04% | 108 |
|
|
2021
Q3 | $1.78M | Sell |
8,124
-10,009
| -55% | -$2.19M | 0.27% | 85 |
|
|
2021
Q2 | $4.16M | Sell |
18,133
-1,471
| -8% | -$337K | 0.63% | 33 |
|
|
2021
Q1 | $4.33M | Buy |
19,604
+16,106
| +460% | +$3.56M | 0.69% | 41 |
|
|
2020
Q4 | $686K | Buy |
3,498
+2,015
| +136% | +$395K | 0.11% | 135 |
|
|
2020
Q3 | $222K | Buy |
+1,483
| New | +$222K | 0.04% | 261 |
|
|
2019
Q1 | – | Sell |
-21,610
| Closed | -$2.89M | – | 280 |
|
|
2018
Q4 | $2.89M | Sell |
21,610
-5,874
| -21% | -$787K | 1.08% | 29 |
|
|
2018
Q3 | $4.63M | Buy |
27,484
+21,455
| +356% | +$3.62M | 1.45% | 13 |
|
|
2018
Q2 | $987K | Sell |
6,029
-14,610
| -71% | -$2.39M | 0.35% | 76 |
|
|
2018
Q1 | $3.13M | Sell |
20,639
-16,264
| -44% | -$2.47M | 0.94% | 28 |
|
|
2017
Q4 | $5.63M | Buy |
36,903
+32,248
| +693% | +$4.92M | 1.69% | 10 |
|
|
2017
Q3 | $690K | Sell |
4,655
-158
| -3% | -$23.4K | 0.17% | 166 |
|
|
2017
Q2 | $678K | Sell |
4,813
-48,080
| -91% | -$6.77M | 0.18% | 162 |
|
|
2017
Q1 | $7.27M | Sell |
52,893
-10,710
| -17% | -$1.47M | 2.03% | 7 |
|
|
2016
Q4 | $8.58M | Buy |
63,603
+34,447
| +118% | +$4.65M | 2.6% | 2 |
|
|
2016
Q3 | $3.62M | Buy |
29,156
+25,649
| +731% | +$3.19M | 1.05% | 19 |
|
|
2016
Q2 | $403 | Sell |
3,507
-631
| -15% | -$73 | 0.04% | 181 |
|
|
2016
Q1 | $458K | Sell |
4,138
-12,128
| -75% | -$1.34M | 0.17% | 148 |
|
|
2015
Q4 | $1.83M | Sell |
16,266
-65,032
| -80% | -$7.32M | 0.7% | 27 |
|
|
2015
Q3 | $8.88M | Buy |
81,298
+813
| +1% | +$88.8K | 3.71% | 2 |
|
|
2015
Q2 | $10K | Buy |
80,485
+23,743
| +42% | +$2.96K | 2.73% | 4 |
|
|
2015
Q1 | $7.06M | Buy |
56,742
+52,643
| +1,284% | +$6.55M | 2.69% | 4 |
|
|
2014
Q4 | $490K | Sell |
4,099
-136
| -3% | -$16.3K | 0.2% | 141 |
|
|
2014
Q3 | $463K | Sell |
4,235
-15,499
| -79% | -$1.69M | 0.2% | 143 |
|
|
2014
Q2 | $2.35M | Sell |
19,734
-56,029
| -74% | -$6.66M | 1.06% | 18 |
|
|
2014
Q1 | $8.81M | Buy |
75,763
+6,481
| +9% | +$754K | 4.34% | 1 |
|
|
2013
Q4 | $7.99M | Buy |
69,282
+17,547
| +34% | +$2.02M | 4.5% | 1 |
|
|
2013
Q3 | $5.58M | Sell |
51,735
-12,812
| -20% | -$1.38M | 3.37% | 1 |
|
|
2013
Q2 | $6.26M | Buy |
+64,547
| New | +$6.26M | 3.64% | 1 |
|