NFG
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Norris Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Norris Financial Group’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
2021
Q1 		– Sell
-7,502
Closed -$665K – 90
2020
Q4 		$665K Sell
7,502
-75
-1% -$6.31K 0.52% 38
2020
Q3 		$606K Buy
7,577
+3,664
+94% +$287K 0.51% 43
2020
Q2 		$281K Sell
3,913
-1,837
-32% -$122K 0.27% 53
2020
Q1 		$328K Buy
5,750
+335
+6% +$22K 0.36% 47
2019
Q4 		$366K Buy
+5,415
New +$351K 0.34% 47

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