Washington Trust Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-189	Closed	-$51.1K	–	672
2024 Q1	$51.1K	Hold	189	–	–	﹤0.01%	314
2023 Q4	$47.6K	Sell	189 -1	-0.5%	-$225	﹤0.01%	317
2023 Q3	$42.7K	Buy	190 +7	+4%	+$1.68K	﹤0.01%	323
2023 Q2	$44.4K	Sell	183 -8	-4%	-$1.83K	﹤0.01%	307
2023 Q1	$43.3K	Sell	191 -308	-62%	-$70.5K	﹤0.01%	328
2022 Q4	$107K	Sell	499 -339	-40%	-$74.3K	0.01%	241
2022 Q3	$173K	Hold	838	–	–	0.02%	216
2022 Q2	$173K	Buy	838 +39	+5%	+$8.7K	0.02%	215
2022 Q1	$205K	Buy	799 +57	+8%	+$14.6K	0.01%	231
2021 Q4	$217K	Buy	+742	New	+$224K	0.01%	238

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Washington Trust Advisors's IWO Position: Q2 2024 in Review

Washington Trust Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 189 shares — an estimated $51.1K sold.

Washington Trust Advisors first reported a position in IWO in Q4 2021 and held it in 10 quarters. The position peaked at $217K in Q4 2021. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

Washington Trust Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust Advisors sold 189 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $51.1K.
Washington Trust Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 10 quarters.
Washington Trust Advisors's iShares Russell 2000 Growth ETF position peaked at $217K in Q4 2021.
900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.