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Washington Trust Bank’s iShares Core S&P US Value ETF IUSV Stock Holding History

Washington Trust Bank’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-90
Closed -$5K – 701
2017
Q2 		$5K Hold
90
– – ﹤0.01% 572
2017
Q1 		$5K Hold
90
– – ﹤0.01% 616
2016
Q4 		$4K Buy
+90
New +$4.25K ﹤0.01% 630

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AL
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TFF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Washington Trust Bank's IUSV Position: Q3 2017 in Review

Washington Trust Bank sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2017, closing a stake of 90 shares — an estimated $5K sold.

Washington Trust Bank first reported a position in IUSV in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 147 funds tracked by Wall St. Rank hold IUSV as of Q3 2017.

  • Washington Trust Bank reported no remaining iShares Core S&P US Value ETF position as of Q3 2017 after selling out during the quarter.
  • Washington Trust Bank sold 90 iShares Core S&P US Value ETF shares in Q3 2017, an estimated $5K.
  • Washington Trust Bank first reported a position in iShares Core S&P US Value ETF in Q4 2016 and held it in 3 quarters.
  • Washington Trust Bank's iShares Core S&P US Value ETF position peaked at $5K in Q2 2017.
  • 147 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2017.

Based on Washington Trust Bank's 13F filing for Q3 2017, filed 5 Oct 2017.