WhitTier Trust Company’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Buy |
769
+171
| +29% | +$25.7K | ﹤0.01% | 601 |
|
2025
Q1 | $76K | Hold |
598
| – | – | ﹤0.01% | 661 |
|
2024
Q4 | $83.3K | Hold |
598
| – | – | ﹤0.01% | 646 |
|
2024
Q3 | $78.9K | Buy |
598
+518
| +648% | +$68.3K | ﹤0.01% | 647 |
|
2024
Q2 | $10.2K | Hold |
80
| – | – | ﹤0.01% | 992 |
|
2024
Q1 | $9.38K | Hold |
80
| – | – | ﹤0.01% | 960 |
|
2023
Q4 | $8.33K | Hold |
80
| – | – | ﹤0.01% | 962 |
|
2023
Q3 | $7.59K | Hold |
80
| – | – | ﹤0.01% | 941 |
|
2023
Q2 | $7.81K | Hold |
80
| – | – | ﹤0.01% | 984 |
|
2023
Q1 | $7.1K | Hold |
80
| – | – | ﹤0.01% | 991 |
|
2022
Q4 | $6.52K | Hold |
80
| – | – | ﹤0.01% | 999 |
|
2022
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 968 |
|
2022
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 971 |
|
2022
Q1 | $8K | Hold |
80
| – | – | ﹤0.01% | 958 |
|
2021
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 922 |
|
2021
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 957 |
|
2021
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 891 |
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 892 |
|
2020
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 870 |
|
2020
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 862 |
|
2020
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 841 |
|
2020
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 863 |
|
2019
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 924 |
|
2019
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 912 |
|
2019
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 910 |
|
2019
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 908 |
|
2018
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 946 |
|
2018
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 868 |
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 872 |
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 926 |
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 897 |
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 890 |
|
2017
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 847 |
|
2017
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 867 |
|
2016
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 908 |
|
2016
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 848 |
|
2016
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 853 |
|
2016
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 851 |
|
2015
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 840 |
|
2015
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 851 |
|
2015
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 856 |
|
2015
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 854 |
|
2014
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 852 |
|
2014
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 855 |
|
2014
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 856 |
|
2014
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 889 |
|
2013
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 845 |
|
2013
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 829 |
|
2013
Q2 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 836 |
|