Washington Trust Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Washington Trust Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	1,378 +10	+0.7%	+$7.28K	0.08%	115
2026 Q1	$893K	Sell	1,368 -931	-40%	-$636K	0.07%	119
2025 Q4	$1.58M	Buy	2,299 +48	+2%	+$32.6K	0.12%	92
2025 Q3	$1.51M	Buy	2,251 +36	+2%	+$23.2K	0.11%	93
2025 Q2	$1.38M	Sell	2,215 -142	-6%	-$81.5K	0.11%	85
2025 Q1	$1.32M	Buy	2,357 +9	+0.4%	+$5.32K	0.12%	86
2024 Q4	$1.38M	Buy	2,348 +47	+2%	+$27.8K	0.12%	88
2024 Q3	$1.33M	Hold	2,301	–	–	0.11%	86
2024 Q2	$1.26M	Sell	2,301 -4	-0.2%	-$2.1K	0.12%	84
2024 Q1	$1.21M	Sell	2,305 -236	-9%	-$118K	0.11%	83
2023 Q4	$1.21M	Sell	2,541 -4	-0.2%	-$1.79K	0.12%	83
2023 Q3	$1.09M	Buy	2,545 +488	+24%	+$218K	0.11%	85
2023 Q2	$917K	Hold	2,057	–	–	0.09%	102
2023 Q1	$846K	Hold	2,057	–	–	0.09%	104
2022 Q4	$790K	Sell	2,057 -1,817	-47%	-$701K	0.09%	107
2022 Q3	$1.39M	Hold	3,874	–	–	0.13%	92
2022 Q2	$1.47M	Sell	3,874 -217	-5%	-$89.3K	0.13%	90
2022 Q1	$1.86M	Hold	4,091	–	–	0.13%	90
2021 Q4	$1.95M	Buy	+4,091	New	+$1.89M	0.13%	90

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Washington Trust Advisors's IVV Position: Q2 2026 in Review

Washington Trust Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q2 2026, buying an estimated $7.28K and bringing the position to 1,378 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #115.

Washington Trust Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2021. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Washington Trust Advisors held 1,378 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
Washington Trust Advisors bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
iShares Core S&P 500 ETF made up 0.08% of Washington Trust Advisors's portfolio in Q2 2026, its #115 holding.
Washington Trust Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Core S&P 500 ETF position peaked at $1.95M in Q4 2021.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.