NFG
Nations Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
38,771
+2,306
| +6% | +$254K | 0.29% | 81 |
|
|
2025
Q1 | $3.39M | Sell |
36,465
-2,141
| -6% | -$199K | 0.26% | 99 |
|
|
2024
Q4 | $3.92M | Sell |
38,606
-9,004
| -19% | -$914K | 0.29% | 88 |
|
|
2024
Q3 | $4.56M | Sell |
47,610
-2,158
| -4% | -$207K | 0.33% | 71 |
|
|
2024
Q2 | $4.61M | Sell |
49,768
-2,548
| -5% | -$236K | 0.38% | 57 |
|
|
2024
Q1 | $4.42M | Sell |
52,316
-7,397
| -12% | -$625K | 0.37% | 59 |
|
|
2023
Q4 | $4.48M | Sell |
59,713
-5,389
| -8% | -$405K | 0.42% | 53 |
|
|
2023
Q3 | $4.45M | Sell |
65,102
-16,361
| -20% | -$1.12M | 0.45% | 46 |
|
|
2023
Q2 | $5.74M | Sell |
81,463
-16,725
| -17% | -$1.18M | 0.56% | 31 |
|
|
2023
Q1 | $6.27M | Buy |
98,188
+1,126
| +1% | +$71.9K | 0.66% | 25 |
|
|
2022
Q4 | $5.68M | Buy |
97,062
+3,767
| +4% | +$220K | 0.64% | 26 |
|
|
2022
Q3 | $5.4M | Buy |
93,295
+3,834
| +4% | +$222K | 0.78% | 20 |
|
|
2022
Q2 | $5.4M | Buy |
89,461
+6,213
| +7% | +$375K | 0.72% | 23 |
|
|
2022
Q1 | $6.36M | Buy |
83,248
+4,629
| +6% | +$354K | 0.76% | 25 |
|
|
2021
Q4 | $6.58M | Buy |
78,619
+1,584
| +2% | +$133K | 0.87% | 19 |
|
|
2021
Q3 | $5.69M | Buy |
77,035
+11,496
| +18% | +$850K | 0.86% | 19 |
|
|
2021
Q2 | $4.77M | Buy |
65,539
+2,829
| +5% | +$206K | 0.8% | 19 |
|
|
2021
Q1 | $4.08M | Buy |
62,710
+32,550
| +108% | +$2.12M | 0.93% | 15 |
|
|
2020
Q4 | $1.93M | Buy |
30,160
+22,426
| +290% | +$1.43M | 0.51% | 41 |
|
|
2020
Q3 | $1.79M | Sell |
7,734
-674
| -8% | -$156K | 0.55% | 37 |
|
|
2020
Q2 | $1.75M | Sell |
8,408
-424
| -5% | -$88K | 0.62% | 37 |
|
|
2020
Q1 | $1.46M | Sell |
8,832
-296
| -3% | -$48.9K | 0.62% | 40 |
|
|
2019
Q4 | $1.77M | Sell |
9,128
-9,308
| -50% | -$1.8M | 0.61% | 31 |
|
|
2019
Q3 | $3.38M | Sell |
18,436
-743
| -4% | -$136K | 1.21% | 13 |
|
|
2019
Q2 | $3.44M | Buy |
19,179
+908
| +5% | +$163K | 2.27% | 10 |
|
|
2019
Q1 | $3.15M | Sell |
18,271
-267
| -1% | -$46K | 2.16% | 10 |
|
|
2018
Q4 | $2.79M | Buy |
18,538
+814
| +5% | +$123K | 2.24% | 8 |
|
|
2018
Q3 | $3.14M | Sell |
17,724
-275
| -2% | -$48.7K | 2.25% | 9 |
|
|
2018
Q2 | $2.93M | Buy |
17,999
+4,433
| +33% | +$721K | 2.44% | 8 |
|
|
2018
Q1 | $2.1M | Buy |
13,566
+934
| +7% | +$145K | 1.92% | 10 |
|
|
2017
Q4 | $1.93M | Buy |
12,632
+153
| +1% | +$23.4K | 1.77% | 11 |
|
|
2017
Q3 | $1.79M | Buy |
12,479
+819
| +7% | +$117K | 1.74% | 10 |
|
|
2017
Q2 | $1.6M | Buy |
11,660
+4,741
| +69% | +$649K | 1.31% | 12 |
|
|
2017
Q1 | $910K | Sell |
6,919
-473
| -6% | -$62.2K | 0.89% | 35 |
|
|
2016
Q4 | $900K | Buy |
7,392
+134
| +2% | +$16.3K | 0.97% | 30 |
|
|
2016
Q3 | $883K | Sell |
7,258
-50
| -0.7% | -$6.08K | 0.87% | 31 |
|
|
2016
Q2 | $852K | Sell |
7,308
-691
| -9% | -$80.6K | 0.89% | 35 |
|
|
2016
Q1 | $927K | Buy |
7,999
+177
| +2% | +$20.5K | 1.07% | 25 |
|
|
2015
Q4 | $906K | Buy |
+7,822
| New | +$906K | 1.18% | 23 |
|