WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,945
| Closed | -$740K | – | 300 |
|
|
2014
Q2 | $740K | Sell |
9,945
-2,195
| -18% | -$163K | 0.08% | 133 |
|
|
2014
Q1 | $862K | Sell |
12,140
-2,655
| -18% | -$189K | 0.1% | 122 |
|
|
2013
Q4 | $1.04M | Sell |
14,795
-1,410
| -9% | -$99.5K | 0.12% | 111 |
|
|
2013
Q3 | $1.04M | Buy |
+16,205
| New | +$1.04M | 0.14% | 107 |
|