IWP
IAG Wealth Partners’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
17,412
-14,121
| -45% | -$684K | 0.11% | 70 |
|
|
2025
Q1 | $1.35M | Sell |
31,533
-1,735
| -5% | -$74.5K | 0.21% | 54 |
|
|
2024
Q4 | $1.58M | Sell |
33,268
-3,455
| -9% | -$164K | 0.28% | 49 |
|
|
2024
Q3 | $1.65M | Sell |
36,723
-973
| -3% | -$43.6K | 0.3% | 45 |
|
|
2024
Q2 | $1.58M | Sell |
37,696
-2,858
| -7% | -$119K | 0.32% | 42 |
|
|
2024
Q1 | $1.8M | Sell |
40,554
-6,275
| -13% | -$279K | 0.39% | 38 |
|
|
2023
Q4 | $1.98M | Sell |
46,829
-244,017
| -84% | -$10.3M | 0.45% | 36 |
|
|
2023
Q3 | $10.7M | Buy |
290,846
+2,520
| +0.9% | +$92.4K | 2.97% | 10 |
|
|
2023
Q2 | $11.3M | Buy |
288,326
+49,044
| +20% | +$1.91M | 2.97% | 11 |
|
|
2023
Q1 | $9.15M | Buy |
239,282
+77,969
| +48% | +$2.98M | 2.54% | 11 |
|
|
2022
Q4 | $5.68M | Buy |
161,313
+56,051
| +53% | +$1.97M | 1.67% | 16 |
|
|
2022
Q3 | $3.47M | Buy |
105,262
+60,249
| +134% | +$1.99M | 1.15% | 20 |
|
|
2022
Q2 | $1.55M | Buy |
45,013
+1,099
| +3% | +$37.7K | 0.51% | 31 |
|
|
2022
Q1 | $1.92M | Buy |
43,914
+43,666
| +17,607% | +$1.91M | 0.61% | 28 |
|
|
2021
Q4 | $12K | Hold |
248
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $14K | Hold |
248
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $14K | Hold |
248
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $13K | Hold |
248
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $13K | Hold |
248
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $11K | Hold |
248
| – | – | 0.01% | 217 |
|
|
2020
Q2 | $10K | Buy |
+248
| New | +$10K | ﹤0.01% | 225 |
|