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

Whittier 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
2025 Q3	$793K	Hold
2025 Q2	$722K	Hold
2025 Q1	$610K	Hold
2024 Q4	$669K	Sell
2024 Q3	$890K	Hold
2024 Q2	$860K	Sell
2024 Q1	$938K	Hold
2023 Q4	$833K	Hold
2023 Q3	$759K	Hold
2023 Q2	$781K	Hold
2023 Q1	$710K	Hold
2022 Q4	$652K	Hold
2022 Q3	$641K	Sell
2022 Q2	$1.07M	Buy
2022 Q1	$916K	Hold
2021 Q4	$1M	Hold
2021 Q3	$888K	Hold
2021 Q2	$875K	Hold
2021 Q1	$787K	Hold
2020 Q4	$769K	Hold
2020 Q3	$693K	Hold
2020 Q2	$623K	Hold
2020 Q1	$495K	Hold
2019 Q4	$586K	Hold
2019 Q3	$545K	Hold
2019 Q2	$543K	Hold
2019 Q1	$523K	Hold
2018 Q4	$457K	Hold
2018 Q3	$538K	Hold
2018 Q2	$496K	Hold
2018 Q1	$473K	Hold
2017 Q4	$466K	Hold
2017 Q3	$438K	Hold
2017 Q2	$418K	Sell
2017 Q1	$588K	Hold
2016 Q4	$544K	Hold
2016 Q3	$539K	Hold
2016 Q2	$517K	Hold
2016 Q1	$514K	Hold
2015 Q4	$514K	Hold
2015 Q3	$481K	Hold
2015 Q2	$515K	Sell
2015 Q1	$645K	Hold
2014 Q4	$622K	Hold
2014 Q3	$593K	Hold
2014 Q2	$590K	Hold
2014 Q1	$564K	Hold
2013 Q4	$560K	Sell
2013 Q3	$574K	Hold
2013 Q2	$532K	Buy