Washington Trust Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Washington Trust Advisors’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
2024 Q2	–	Sell	-149	Closed	-$17.5K	–	671
2024 Q1	$17.5K	Buy	149 +40	+37%	+$4.45K	﹤0.01%	413
2023 Q4	$11.3K	Sell	109 -243	-69%	-$23.9K	﹤0.01%	456
2023 Q3	$33.4K	Buy	352 +240	+214%	+$23.5K	﹤0.01%	347
2023 Q2	$11K	Sell	112 -60	-35%	-$5.5K	﹤0.01%	443
2023 Q1	$15.3K	Sell	172 -172	-50%	-$14.6K	﹤0.01%	450
2022 Q4	$28K	Buy	+344	New	+$28.8K	﹤0.01%	376
2022 Q2	–	Sell	-182	Closed	-$19K	–	965
2022 Q1	$19K	Sell	182 -403	-69%	-$41.9K	﹤0.01%	608
2021 Q4	$68K	Buy	+585	New	+$65.2K	﹤0.01%	421

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Washington Trust Advisors's IUSG Position: Q2 2024 in Review

Washington Trust Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 149 shares — an estimated $17.5K sold.

Washington Trust Advisors first reported a position in IUSG in Q4 2021 and held it in 8 quarters. The position peaked at $68K in Q4 2021. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Washington Trust Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust Advisors sold 149 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $17.5K.
Washington Trust Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's iShares Core S&P US Growth ETF position peaked at $68K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.