NFG
IUSG icon

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

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Norris Financial Group's IUSG Position: Q1 2021 in Review

Norris Financial Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2021, closing a stake of 7,502 shares — an estimated $665K sold.

Norris Financial Group first reported a position in IUSG in Q4 2019 and held it in 5 quarters. The position peaked at $665K in Q4 2020. 433 funds tracked by Wall St. Rank hold IUSG as of Q1 2021.

  • Norris Financial Group reported no remaining iShares Core S&P US Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Norris Financial Group sold 7,502 iShares Core S&P US Growth ETF shares in Q1 2021, an estimated $665K.
  • Norris Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 5 quarters.
  • Norris Financial Group's iShares Core S&P US Growth ETF position peaked at $665K in Q4 2020.
  • 433 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2021.

Based on Norris Financial Group's 13F filing for Q1 2021, filed 20 May 2026.