NFP Retirement Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Hold |
4,505
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $573K | Sell |
4,505
-41
| -0.9% | -$5.21K | 0.05% | 169 |
|
|
2024
Q4 | $633K | Hold |
4,546
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $600K | Sell |
4,546
-489
| -10% | -$64.5K | 0.05% | 168 |
|
|
2024
Q2 | $642K | Sell |
5,035
-55
| -1% | -$7.01K | 0.05% | 158 |
|
|
2024
Q1 | $597K | Buy |
5,090
+40
| +0.8% | +$4.69K | 0.05% | 165 |
|
|
2023
Q4 | $526K | Sell |
5,050
-2
| -0% | -$208 | 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% | -$10.9K | 0.09% | 162 |
|
|
2022
Q4 | $422K | Hold |
5,175
| – | – | 0.09% | 158 |
|
|
2022
Q3 | $415K | Buy |
5,175
+1,551
| +43% | +$124K | 0.1% | 150 |
|
|
2022
Q2 | $303K | Buy |
+3,624
| New | +$303K | 0.08% | 181 |
|