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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$722K	Hold	4,802	–	–	0.01%	434
2025 Q1	$610K	Hold	4,802	–	–	0.01%	453
2024 Q4	$669K	Sell	4,802 -1,948	-29%	-$271K	0.01%	445
2024 Q3	$890K	Hold	6,750	–	–	0.01%	406
2024 Q2	$860K	Sell	6,750 -1,250	-16%	-$159K	0.01%	392
2024 Q1	$938K	Hold	8,000	–	–	0.01%	372
2023 Q4	$833K	Hold	8,000	–	–	0.01%	384
2023 Q3	$759K	Hold	8,000	–	–	0.01%	392
2023 Q2	$781K	Hold	8,000	–	–	0.01%	396
2023 Q1	$710K	Hold	8,000	–	–	0.01%	403
2022 Q4	$652K	Hold	8,000	–	–	0.01%	417
2022 Q3	$641K	Sell	8,000 -4,738	-37%	-$380K	0.01%	414
2022 Q2	$1.07M	Buy	12,738 +4,068	+47%	+$340K	0.02%	343
2022 Q1	$916K	Hold	8,670	–	–	0.02%	389
2021 Q4	$1M	Hold	8,670	–	–	0.02%	375
2021 Q3	$888K	Hold	8,670	–	–	0.02%	384
2021 Q2	$875K	Hold	8,670	–	–	0.02%	387
2021 Q1	$787K	Hold	8,670	–	–	0.02%	408
2020 Q4	$769K	Hold	8,670	–	–	0.02%	371
2020 Q3	$693K	Hold	8,670	–	–	0.02%	379
2020 Q2	$623K	Hold	8,670	–	–	0.02%	368
2020 Q1	$495K	Hold	8,670	–	–	0.02%	385
2019 Q4	$586K	Hold	8,670	–	–	0.02%	378
2019 Q3	$545K	Hold	8,670	–	–	0.02%	384
2019 Q2	$543K	Hold	8,670	–	–	0.02%	378
2019 Q1	$523K	Hold	8,670	–	–	0.02%	378
2018 Q4	$457K	Hold	8,670	–	–	0.02%	378
2018 Q3	$538K	Hold	8,670	–	–	0.02%	361
2018 Q2	$496K	Hold	8,670	–	–	0.02%	365
2018 Q1	$473K	Hold	8,670	–	–	0.02%	377
2017 Q4	$466K	Hold	8,670	–	–	0.02%	372
2017 Q3	$438K	Hold	8,670	–	–	0.02%	371
2017 Q2	$418K	Sell	8,670 -4,000	-32%	-$193K	0.02%	364
2017 Q1	$588K	Hold	12,670	–	–	0.02%	327
2016 Q4	$544K	Hold	12,670	–	–	0.02%	330
2016 Q3	$539K	Hold	12,670	–	–	0.02%	334
2016 Q2	$517K	Hold	12,670	–	–	0.02%	333
2016 Q1	$514K	Hold	12,670	–	–	0.02%	338
2015 Q4	$514K	Hold	12,670	–	–	0.02%	349
2015 Q3	$481K	Hold	12,670	–	–	0.02%	341
2015 Q2	$515K	Sell	12,670 -3,200	-20%	-$130K	0.02%	348
2015 Q1	$645K	Hold	15,870	–	–	0.03%	313
2014 Q4	$622K	Hold	15,870	–	–	0.03%	305
2014 Q3	$593K	Hold	15,870	–	–	0.03%	308
2014 Q2	$590K	Hold	15,870	–	–	0.03%	311
2014 Q1	$564K	Hold	15,870	–	–	0.03%	309
2013 Q4	$560K	Sell	15,870 -2,000	-11%	-$70.6K	0.03%	308
2013 Q3	$574K	Hold	17,870	–	–	0.03%	310
2013 Q2	$532K	Buy	+17,870	New	+$532K	0.03%	313