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IFG Advisory’s Helen of Troy HELE Stock Holding History

IFG Advisory’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.81K Buy
+200
New +$4.73K ﹤0.01% 1947

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory's HELE Position: Q2 2026 in Review

IFG Advisory opened a new position in Helen of Troy (HELE) in Q2 2026: 200 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • IFG Advisory held 200 shares of Helen of Troy worth $5.81K as of Q2 2026.
  • Helen of Troy was a new IFG Advisory position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1947 holding.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.