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Northeast Planning Associates NH’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Northeast Planning Associates NH’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
2025
Q1 		– Sell
-9,548
Closed -$1.33M – 52
2024
Q4 		$1.33M Buy
+9,548
New +$1.31M 1.38% 13

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northeast Planning Associates NH's IUSG Position: Q1 2025 in Review

Northeast Planning Associates NH sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 9,548 shares — an estimated $1.33M sold.

Northeast Planning Associates NH first reported a position in IUSG in Q4 2024 and held it in 1 quarter. The position peaked at $1.33M in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Northeast Planning Associates NH reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 9,548 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $1.33M.
  • Northeast Planning Associates NH first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 1 quarter.
  • Northeast Planning Associates NH's iShares Core S&P US Growth ETF position peaked at $1.33M in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Northeast Planning Associates NH's 13F filing for Q1 2025, filed 5 May 2025.