IFWM
Institute for Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
8,515
+39
| +0.5% | +$3.66K | 0.09% | 237 |
|
|
2025
Q1 | $663K | Sell |
8,476
-868
| -9% | -$67.9K | 0.09% | 244 |
|
|
2024
Q4 | $802K | Buy |
9,344
+1,189
| +15% | +$102K | 0.1% | 214 |
|
|
2024
Q3 | $674K | Buy |
8,155
+451
| +6% | +$37.3K | 0.09% | 236 |
|
|
2024
Q2 | $625K | Sell |
7,704
-2,194
| -22% | -$178K | 0.08% | 240 |
|
|
2024
Q1 | $755K | Buy |
9,898
+350
| +4% | +$26.7K | 0.1% | 212 |
|
|
2023
Q4 | $663K | Sell |
9,548
-7,348
| -43% | -$510K | 0.11% | 219 |
|
|
2023
Q3 | $1.01M | Sell |
16,896
-108
| -0.6% | -$6.48K | 0.18% | 133 |
|
|
2023
Q2 | $1.06M | Sell |
17,004
-2,030
| -11% | -$126K | 0.18% | 131 |
|
|
2023
Q1 | $1.06M | Sell |
19,034
-50
| -0.3% | -$2.79K | 0.2% | 123 |
|
|
2022
Q4 | $933K | Buy |
19,084
+662
| +4% | +$32.4K | 0.2% | 139 |
|
|
2022
Q3 | $849K | Sell |
18,422
-916
| -5% | -$42.2K | 0.19% | 145 |
|
|
2022
Q2 | $932K | Sell |
19,338
-131
| -0.7% | -$6.31K | 0.18% | 141 |
|
|
2022
Q1 | $1.18M | Sell |
19,469
-1,710
| -8% | -$104K | 0.19% | 126 |
|
|
2021
Q4 | $1.45M | Buy |
21,179
+5,770
| +37% | +$396K | 0.24% | 111 |
|
|
2021
Q3 | $1.01M | Buy |
15,409
+1,010
| +7% | +$66.1K | 0.18% | 147 |
|
|
2021
Q2 | $929K | Buy |
14,399
+6,754
| +88% | +$436K | 0.16% | 162 |
|
|
2021
Q1 | $443K | Buy |
+7,645
| New | +$443K | 0.08% | 285 |
|