FHC
First Heartland Consultants’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
10,921
-15,299
| -58% | -$5.37M | 0.34% | 70 |
|
|
2025
Q1 | $8.33M | Sell |
26,220
-1,335
| -5% | -$424K | 0.86% | 32 |
|
|
2024
Q4 | $9.21M | Sell |
27,555
-18,119
| -40% | -$6.06M | 0.94% | 26 |
|
|
2024
Q3 | $14.9M | Buy |
45,674
+32,360
| +243% | +$10.6M | 1.6% | 16 |
|
|
2024
Q2 | $4.11K | Sell |
13,314
-501
| -4% | -$155 | 0.29% | 64 |
|
|
2024
Q1 | $4.15M | Sell |
13,815
-23,627
| -63% | -$7.09M | 0.43% | 65 |
|
|
2023
Q4 | $10.2M | Sell |
37,442
-10,799
| -22% | -$2.96M | 1.24% | 19 |
|
|
2023
Q3 | $11.8M | Buy |
48,241
+36,962
| +328% | +$9.06M | 1.49% | 16 |
|
|
2023
Q2 | $2.87M | Buy |
11,279
+1,179
| +12% | +$300K | 0.37% | 65 |
|
|
2023
Q1 | $2.38M | Sell |
10,100
-147
| -1% | -$34.6K | 0.36% | 69 |
|
|
2022
Q4 | $2.26M | Sell |
10,247
-539
| -5% | -$119K | 0.36% | 71 |
|
|
2022
Q3 | $2.23K | Sell |
10,786
-18,017
| -63% | -$3.73K | 0.19% | 73 |
|
|
2022
Q2 | $6.26M | Buy |
28,803
+17,773
| +161% | +$3.86M | 0.98% | 22 |
|
|
2022
Q1 | $2.89M | Sell |
11,030
-75
| -0.7% | -$19.7K | 0.45% | 45 |
|
|
2021
Q4 | $3.08K | Buy |
11,105
+146
| +1% | +$41 | 0.12% | 55 |
|
|
2021
Q3 | $2.79M | Buy |
10,959
+491
| +5% | +$125K | 0.42% | 61 |
|
|
2021
Q2 | $2.68M | Sell |
10,468
-254
| -2% | -$65K | 0.41% | 63 |
|
|
2021
Q1 | $2.54M | Buy |
10,722
+684
| +7% | +$162K | 0.4% | 66 |
|
|
2020
Q4 | $2.24M | Buy |
10,038
+1,511
| +18% | +$338K | 0.37% | 62 |
|
|
2020
Q3 | $1.67M | Buy |
8,527
+238
| +3% | +$46.6K | 0.32% | 69 |
|
|
2020
Q2 | $1.49M | Buy |
8,289
+147
| +2% | +$26.5K | 0.29% | 77 |
|
|
2020
Q1 | $1.21M | Sell |
8,142
-485
| -6% | -$72K | 0.31% | 76 |
|
|
2019
Q4 | $1.63M | Buy |
8,627
+565
| +7% | +$106K | 0.32% | 80 |
|
|
2019
Q3 | $1.4M | Buy |
8,062
+359
| +5% | +$62.4K | 0.3% | 85 |
|
|
2019
Q2 | $1.33M | Buy |
7,703
+902
| +13% | +$156K | 0.32% | 80 |
|
|
2019
Q1 | $1.13M | Buy |
6,801
+196
| +3% | +$32.7K | 0.32% | 75 |
|
|
2018
Q4 | $970K | Buy |
6,605
+1,028
| +18% | +$151K | 0.36% | 73 |
|
|
2018
Q3 | $961K | Sell |
5,577
-91
| -2% | -$15.7K | 0.3% | 78 |
|
|
2018
Q2 | $920K | Buy |
5,668
+531
| +10% | +$86.2K | 0.32% | 79 |
|
|
2018
Q1 | $803K | Sell |
5,137
-113
| -2% | -$17.7K | 0.24% | 104 |
|
|
2017
Q4 | $830K | Buy |
5,250
+306
| +6% | +$48.4K | 0.25% | 104 |
|
|
2017
Q3 | $738K | Buy |
4,944
+175
| +4% | +$26.1K | 0.18% | 157 |
|
|
2017
Q2 | $687K | Sell |
4,769
-670
| -12% | -$96.5K | 0.18% | 157 |
|
|
2017
Q1 | $761K | Sell |
5,439
-1,726
| -24% | -$241K | 0.21% | 135 |
|
|
2016
Q4 | $953K | Buy |
7,165
+320
| +5% | +$42.6K | 0.29% | 96 |
|
|
2016
Q3 | $878K | Buy |
6,845
+404
| +6% | +$51.8K | 0.25% | 107 |
|
|
2016
Q2 | $799 | Buy |
6,441
+265
| +4% | +$33 | 0.09% | 103 |
|
|
2016
Q1 | $746K | Sell |
6,176
-631
| -9% | -$76.2K | 0.28% | 92 |
|
|
2015
Q4 | $819K | Sell |
6,807
-92
| -1% | -$11.1K | 0.31% | 86 |
|
|
2015
Q3 | $786K | Sell |
6,899
-1,096
| -14% | -$125K | 0.33% | 82 |
|
|
2015
Q2 | $991 | Sell |
7,995
-332
| -4% | -$41 | 0.27% | 69 |
|
|
2015
Q1 | $1.03M | Buy |
8,327
+621
| +8% | +$76.9K | 0.39% | 67 |
|
|
2014
Q4 | $942K | Sell |
7,706
-6,637
| -46% | -$811K | 0.39% | 71 |
|
|
2014
Q3 | $1.68M | Sell |
14,343
-2,171
| -13% | -$254K | 0.74% | 31 |
|
|
2014
Q2 | $1.94M | Sell |
16,514
-706
| -4% | -$83.1K | 0.88% | 25 |
|
|
2014
Q1 | $1.93M | Sell |
17,220
-21,680
| -56% | -$2.43M | 0.95% | 22 |
|
|
2013
Q4 | $4.3M | Buy |
38,900
+21,363
| +122% | +$2.36M | 2.42% | 4 |
|
|
2013
Q3 | $1.79M | Sell |
17,537
-8,120
| -32% | -$828K | 1.08% | 19 |
|
|
2013
Q2 | $2.47M | Buy |
+25,657
| New | +$2.47M | 1.44% | 14 |
|