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

Washington Trust’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 Q3	–	Sell	-40	Closed	-$5.1K	–	867
2024 Q2	$5.1K	Hold	40	–	–	﹤0.01%	734
2024 Q1	$4.69K	Buy	+40	New	+$4.45K	﹤0.01%	745
2022 Q3	–	Sell	-20	Closed	-$2K	–	941
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	808
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	833
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	837
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	961
2021 Q2	$2K	Buy	+20	New	+$1.93K	﹤0.01%	947

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Washington Trust's IUSG Position: Q3 2024 in Review

Washington Trust sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 40 shares — an estimated $5.1K sold.

Washington Trust first reported a position in IUSG in Q2 2021 and held it in 7 quarters. The position peaked at $5.1K in Q2 2024. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

Washington Trust reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
Washington Trust sold 40 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $5.1K.
Washington Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 7 quarters.
Washington Trust's iShares Core S&P US Growth ETF position peaked at $5.1K in Q2 2024.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Washington Trust's 13F filing for Q3 2024, filed 25 Oct 2024.