FHC
First Heartland Consultants’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
24,354
-52
| -0.2% | -$7.85K | 0.33% | 73 |
|
|
2025
Q1 | $3.32M | Buy |
24,406
+775
| +3% | +$105K | 0.34% | 74 |
|
|
2024
Q4 | $3.38M | Sell |
23,631
-111
| -0.5% | -$15.9K | 0.35% | 65 |
|
|
2024
Q3 | $3.31M | Buy |
23,742
+397
| +2% | +$55.4K | 0.36% | 57 |
|
|
2024
Q2 | $3.09K | Sell |
23,345
-256
| -1% | -$34 | 0.22% | 78 |
|
|
2024
Q1 | $3.02M | Sell |
23,601
-2,340
| -9% | -$300K | 0.31% | 82 |
|
|
2023
Q4 | $3.02M | Buy |
25,941
+2,721
| +12% | +$317K | 0.36% | 68 |
|
|
2023
Q3 | $2.43M | Buy |
23,220
+1
| +0% | +$104 | 0.31% | 82 |
|
|
2023
Q2 | $2.52M | Sell |
23,219
-33
| -0.1% | -$3.58K | 0.33% | 74 |
|
|
2023
Q1 | $2.33M | Sell |
23,252
-401
| -2% | -$40.1K | 0.35% | 73 |
|
|
2022
Q4 | $2.21M | Buy |
23,653
+113
| +0.5% | +$10.6K | 0.36% | 73 |
|
|
2022
Q3 | $2.06K | Buy |
23,540
+121
| +0.5% | +$11 | 0.18% | 78 |
|
|
2022
Q2 | $2.16M | Sell |
23,419
-131
| -0.6% | -$12.1K | 0.34% | 74 |
|
|
2022
Q1 | $2.62M | Buy |
23,550
+377
| +2% | +$42K | 0.41% | 52 |
|
|
2021
Q4 | $2.73K | Sell |
23,173
-256
| -1% | -$30 | 0.1% | 58 |
|
|
2021
Q3 | $2.53M | Buy |
23,429
+449
| +2% | +$48.4K | 0.38% | 68 |
|
|
2021
Q2 | $2.48M | Buy |
22,980
+125
| +0.5% | +$13.5K | 0.38% | 74 |
|
|
2021
Q1 | $2.28M | Buy |
22,855
+1,535
| +7% | +$153K | 0.36% | 73 |
|
|
2020
Q4 | $2.01M | Buy |
21,320
+12,352
| +138% | +$1.17M | 0.33% | 67 |
|
|
2020
Q3 | $1.5M | Sell |
8,968
-3,266
| -27% | -$544K | 0.28% | 75 |
|
|
2020
Q2 | $1.87M | Sell |
12,234
-6,833
| -36% | -$1.05M | 0.37% | 64 |
|
|
2020
Q1 | $2.41M | Sell |
19,067
-2,153
| -10% | -$272K | 0.62% | 44 |
|
|
2019
Q4 | $3.39M | Sell |
21,220
-554
| -3% | -$88.5K | 0.67% | 43 |
|
|
2019
Q3 | $3.21M | Buy |
21,774
+494
| +2% | +$72.9K | 0.69% | 42 |
|
|
2019
Q2 | $3.11M | Buy |
21,280
+1,448
| +7% | +$212K | 0.75% | 37 |
|
|
2019
Q1 | $2.8M | Sell |
19,832
-6,366
| -24% | -$899K | 0.79% | 37 |
|
|
2018
Q4 | $3.26M | Buy |
26,198
+1,054
| +4% | +$131K | 1.22% | 23 |
|
|
2018
Q3 | $3.66M | Buy |
25,144
+6,006
| +31% | +$874K | 1.14% | 20 |
|
|
2018
Q2 | $2.61M | Sell |
19,138
-4,594
| -19% | -$626K | 0.92% | 28 |
|
|
2018
Q1 | $3.14M | Buy |
23,732
+1,180
| +5% | +$156K | 0.94% | 27 |
|
|
2017
Q4 | $3.01M | Buy |
22,552
+973
| +5% | +$130K | 0.91% | 28 |
|
|
2017
Q3 | $2.72M | Buy |
21,579
+258
| +1% | +$32.5K | 0.66% | 31 |
|
|
2017
Q2 | $2.59M | Sell |
21,321
-40
| -0.2% | -$4.85K | 0.67% | 33 |
|
|
2017
Q1 | $2.53M | Buy |
21,361
+755
| +4% | +$89.3K | 0.7% | 30 |
|
|
2016
Q4 | $2.31M | Buy |
20,606
+7,765
| +60% | +$870K | 0.7% | 30 |
|
|
2016
Q3 | $1.39M | Buy |
12,841
+2,001
| +18% | +$217K | 0.4% | 60 |
|
|
2016
Q2 | $1.13K | Buy |
10,840
+2,804
| +35% | +$293 | 0.12% | 69 |
|
|
2016
Q1 | $824K | Buy |
8,036
+2,956
| +58% | +$303K | 0.31% | 84 |
|
|
2015
Q4 | $518K | Buy |
+5,080
| New | +$518K | 0.2% | 131 |
|