Washington Trust Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
2025
Q1
$1.32M Buy
2024
Q4
$1.38M Buy
2024
Q3
$1.33M Hold
2024
Q2
$1.26M Sell
2024
Q1
$1.21M Sell
2023
Q4
$1.21M Sell
2023
Q3
$1.09M Buy
2023
Q2
$917K Hold
2023
Q1
$846K Hold
2022
Q4
$790K Sell
2022
Q3
$1.39M Hold
2022
Q2
$1.47M Sell
2022
Q1
$1.86M Hold
2021
Q4
$1.95M Buy