NFP Retirement Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NFP Retirement Inc’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$648K	Hold	4,178	–	–	0.04%	173
2025 Q4	$702K	Sell	4,178 -327	-7%	-$54.5K	0.04%	165
2025 Q3	$741K	Hold	4,505	–	–	0.05%	157
2025 Q2	$678K	Hold	4,505	–	–	0.04%	165
2025 Q1	$573K	Sell	4,505 -41	-0.9%	-$5.67K	0.05%	169
2024 Q4	$633K	Hold	4,546	–	–	0.05%	160
2024 Q3	$600K	Sell	4,546 -489	-10%	-$62.2K	0.05%	168
2024 Q2	$642K	Sell	5,035 -55	-1%	-$6.56K	0.05%	158
2024 Q1	$597K	Buy	5,090 +40	+0.8%	+$4.45K	0.05%	165
2023 Q4	$526K	Sell	5,050 -2	-0%	-$197	0.09%	146
2023 Q3	$479K	Hold	5,052	–	–	0.09%	149
2023 Q2	$493K	Hold	5,052	–	–	0.09%	149
2023 Q1	$448K	Sell	5,052 -123	-2%	-$10.5K	0.09%	162
2022 Q4	$422K	Hold	5,175	–	–	0.09%	158
2022 Q3	$415K	Buy	5,175 +1,551	+43%	+$140K	0.1%	150
2022 Q2	$303K	Buy	+3,624	New	+$332K	0.08%	181

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFP Retirement Inc's IUSG Position: Q1 2026 in Review

NFP Retirement Inc held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 4,178 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #173.

NFP Retirement Inc first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. The position peaked at $741K in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

NFP Retirement Inc held 4,178 shares of iShares Core S&P US Growth ETF worth $648K as of Q1 2026.
NFP Retirement Inc left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #173 holding.
NFP Retirement Inc first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
NFP Retirement Inc's iShares Core S&P US Growth ETF position peaked at $741K in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.