NFSG
Newbridge Financial Services Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
7,182
-389
| -5% | -$165K | 0.49% | 44 |
|
|
2025
Q1 | $2.73M | Sell |
7,571
-295
| -4% | -$107K | 0.66% | 36 |
|
|
2024
Q4 | $3.16M | Buy |
7,866
+454
| +6% | +$182K | 0.81% | 30 |
|
|
2024
Q3 | $2.78M | Buy |
7,412
+2,795
| +61% | +$1.05M | 0.98% | 27 |
|
|
2024
Q2 | $1.68M | Buy |
4,617
+1,814
| +65% | +$661K | 0.63% | 34 |
|
|
2024
Q1 | $945K | Sell |
2,803
-239
| -8% | -$80.6K | 0.41% | 53 |
|
|
2023
Q4 | $922K | Sell |
3,042
-38
| -1% | -$11.5K | 0.45% | 41 |
|
|
2023
Q3 | $819K | Sell |
3,080
-408
| -12% | -$109K | 0.41% | 42 |
|
|
2023
Q2 | $960K | Sell |
3,488
-70
| -2% | -$19.3K | 0.47% | 35 |
|
|
2023
Q1 | $869K | Sell |
3,558
-33
| -0.9% | -$8.06K | 0.46% | 41 |
|
|
2022
Q4 | $769K | Sell |
3,591
-110
| -3% | -$23.6K | 0.44% | 43 |
|
|
2022
Q3 | $779K | Sell |
3,701
-38
| -1% | -$8K | 0.46% | 40 |
|
|
2022
Q2 | $818K | Sell |
3,739
-33
| -0.9% | -$7.22K | 0.51% | 40 |
|
|
2022
Q1 | $1.05M | Sell |
3,772
-1,310
| -26% | -$364K | 0.51% | 33 |
|
|
2021
Q4 | $1.55M | Buy |
5,082
+900
| +22% | +$275K | 0.73% | 24 |
|
|
2021
Q3 | $1.15M | Buy |
4,182
+942
| +29% | +$258K | 0.72% | 24 |
|
|
2021
Q2 | $880K | Buy |
3,240
+334
| +11% | +$90.7K | 0.54% | 30 |
|
|
2021
Q1 | $706K | Sell |
2,906
-410
| -12% | -$99.6K | 0.52% | 33 |
|
|
2020
Q4 | $800K | Buy |
3,316
+1,427
| +76% | +$344K | 0.66% | 24 |
|
|
2020
Q3 | $410K | Buy |
+1,889
| New | +$410K | 0.4% | 56 |
|