Washington Trust Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Hold	1,855	–	–	0.02%	216
2025 Q4	$229K	Sell	1,855 -12	-0.6%	-$1.47K	0.02%	212
2025 Q3	$225K	Sell	1,867 -140	-7%	-$16.1K	0.02%	212
2025 Q2	$221K	Sell	2,007 -5	-0.2%	-$495	0.02%	195
2025 Q1	$187K	Sell	2,012 -45	-2%	-$4.54K	0.02%	201
2024 Q4	$209K	Sell	2,057 -85	-4%	-$8.48K	0.02%	194
2024 Q3	$205K	Hold	2,142	–	–	0.02%	197
2024 Q2	$198K	Sell	2,142 -40	-2%	-$3.45K	0.02%	198
2024 Q1	$184K	Hold	2,182	–	–	0.02%	204
2023 Q4	$164K	Hold	2,182	–	–	0.02%	209
2023 Q3	$149K	Hold	2,182	–	–	0.02%	209
2023 Q2	$154K	Hold	2,182	–	–	0.01%	194
2023 Q1	$139K	Hold	2,182	–	–	0.01%	210
2022 Q4	$128K	Hold	2,182	–	–	0.01%	219
2022 Q3	$126K	Hold	2,182	–	–	0.01%	245
2022 Q2	$132K	Hold	2,182	–	–	0.01%	257
2022 Q1	$167K	Hold	2,182	–	–	0.01%	258
2021 Q4	$183K	Buy	+2,182	New	+$176K	0.01%	266

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Washington Trust Advisors's IVW Position: Q1 2026 in Review

Washington Trust Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,855 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #216.

Washington Trust Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $229K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Washington Trust Advisors held 1,855 shares of iShares S&P 500 Growth ETF worth $210K as of Q1 2026.
Washington Trust Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #216 holding.
Washington Trust Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's iShares S&P 500 Growth ETF position peaked at $229K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.