FHC
IYY icon

First Heartland Consultants’s iShares Dow Jones US ETF IYY Stock Holding History

First Heartland Consultants’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.28M Sell
23,497
-75
-0.3% -$13.2K 0.28% 86
2026
Q1 		$3.73M Sell
23,572
-378
-2% -$62.5K 0.29% 82
2025
Q4 		$3.97M Sell
23,950
-416
-2% -$68.5K 0.3% 80
2025
Q3 		$3.96M Buy
24,366
+12
+0% +$1.88K 0.32% 77
2025
Q2 		$3.67M Sell
24,354
-52
-0.2% -$7.24K 0.33% 73
2025
Q1 		$3.32M Buy
24,406
+775
+3% +$111K 0.34% 74
2024
Q4 		$3.38M Sell
23,631
-111
-0.5% -$16K 0.35% 65
2024
Q3 		$3.31M Buy
23,742
+397
+2% +$53.4K 0.36% 57
2024
Q2 		$3.09K Sell
23,345
-256
-1% -$32.7K 0.22% 78
2024
Q1 		$3.02M Sell
23,601
-2,340
-9% -$285K 0.31% 82
2023
Q4 		$3.02M Buy
25,941
+2,721
+12% +$296K 0.36% 68
2023
Q3 		$2.43M Buy
23,220
+1
+0% +$109 0.31% 82
2023
Q2 		$2.52M Sell
23,219
-33
-0.1% -$3.38K 0.33% 74
2023
Q1 		$2.33M Sell
23,252
-401
-2% -$39.2K 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% +$11.8K 0.18% 78
2022
Q2 		$2.16M Sell
23,419
-131
-0.6% -$13.2K 0.34% 74
2022
Q1 		$2.62M Buy
23,550
+377
+2% +$41.4K 0.41% 52
2021
Q4 		$2.73K Sell
23,173
-256
-1% -$29.4K 0.1% 58
2021
Q3 		$2.53M Buy
23,429
+449
+2% +$49.8K 0.38% 68
2021
Q2 		$2.48M Buy
22,980
+125
+0.5% +$13.1K 0.38% 74
2021
Q1 		$2.28M Buy
22,855
+1,535
+7% +$150K 0.36% 73
2020
Q4 		$2.01M Buy
21,320
+3,384
+19% +$301K 0.33% 67
2020
Q3 		$1.5M Sell
17,936
-6,532
-27% -$537K 0.28% 75
2020
Q2 		$1.87M Sell
24,468
-13,666
-36% -$986K 0.37% 64
2020
Q1 		$2.41M Sell
38,134
-4,306
-10% -$325K 0.62% 44
2019
Q4 		$3.39M Sell
42,440
-1,108
-3% -$84.7K 0.67% 43
2019
Q3 		$3.21M Buy
43,548
+988
+2% +$72.7K 0.69% 42
2019
Q2 		$3.11M Buy
42,560
+2,896
+7% +$208K 0.75% 37
2019
Q1 		$2.8M Sell
39,664
-12,732
-24% -$865K 0.79% 37
2018
Q4 		$3.26M Buy
52,396
+2,108
+4% +$142K 1.22% 23
2018
Q3 		$3.66M Buy
50,288
+12,012
+31% +$858K 1.14% 20
2018
Q2 		$2.61M Sell
38,276
-9,188
-19% -$623K 0.92% 28
2018
Q1 		$3.13M Buy
47,464
+2,360
+5% +$161K 0.94% 27
2017
Q4 		$3.01M Buy
45,104
+1,946
+5% +$127K 0.91% 28
2017
Q3 		$2.72M Buy
43,158
+516
+1% +$31.9K 0.66% 31
2017
Q2 		$2.59M Sell
42,642
-80
-0.2% -$4.81K 0.67% 33
2017
Q1 		$2.53M Buy
42,722
+1,510
+4% +$88.1K 0.7% 30
2016
Q4 		$2.31M Buy
41,212
+15,530
+60% +$850K 0.7% 30
2016
Q3 		$1.39M Buy
25,682
+4,002
+18% +$216K 0.4% 60
2016
Q2 		$1.13K Buy
21,680
+5,608
+35% +$290K 0.12% 69
2016
Q1 		$824K Buy
16,072
+5,912
+58% +$287K 0.31% 84
2015
Q4 		$518K Buy
+10,160
New +$523K 0.2% 131

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $142M AUM
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

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

First Heartland Consultants reduced its iShares Dow Jones US ETF (IYY) stake by 0.32% in Q2 2026, selling an estimated $13.2K and leaving 23,497 shares worth $4.28M. The position accounts for 0.28% of the portfolio, ranked #86.

First Heartland Consultants first reported a position in IYY in Q4 2015 and has held it in 43 quarters since. 74 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • First Heartland Consultants held 23,497 shares of iShares Dow Jones US ETF worth $4.28M as of Q2 2026.
  • First Heartland Consultants sold 75 iShares Dow Jones US ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Dow Jones US ETF made up 0.28% of First Heartland Consultants's portfolio in Q2 2026, its #86 holding.
  • First Heartland Consultants first reported a position in iShares Dow Jones US ETF in Q4 2015 and has held it in 43 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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