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FIRST TRUST ADVISORS LP: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on IUSG, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 2,373 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,373 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $446,256.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,372 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $367,915.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,243 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $376,771.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,242 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $368,889.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,235 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $336,178.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,432 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $309,005.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,625.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).