Washington Trust Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-149
| Closed | -$17.5K | – | 671 |
|
|
2024
Q1 | $17.5K | Buy |
149
+40
| +37% | +$4.7K | ﹤0.01% | 413 |
|
|
2023
Q4 | $11.3K | Sell |
109
-243
| -69% | -$25.2K | ﹤0.01% | 456 |
|
|
2023
Q3 | $33.4K | Buy |
352
+240
| +214% | +$22.8K | ﹤0.01% | 347 |
|
|
2023
Q2 | $11K | Sell |
112
-60
| -35% | -$5.88K | ﹤0.01% | 443 |
|
|
2023
Q1 | $15.3K | Sell |
172
-172
| -50% | -$15.3K | ﹤0.01% | 450 |
|
|
2022
Q4 | $28K | Buy |
+344
| New | +$28K | ﹤0.01% | 376 |
|
|
2022
Q2 | – | Sell |
-182
| Closed | -$19K | – | 965 |
|
|
2022
Q1 | $19K | Sell |
182
-403
| -69% | -$42.1K | ﹤0.01% | 608 |
|
|
2021
Q4 | $68K | Buy |
+585
| New | +$68K | ﹤0.01% | 421 |
|