Washington Trust Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Buy	1,044 +49	+5%	+$6.75K	0.01%	252
2026 Q1	$127K	Buy	995 +2	+0.2%	+$271	0.01%	265
2025 Q4	$136K	Sell	993 -868	-47%	-$121K	0.01%	252
2025 Q3	$265K	Hold	1,861	–	–	0.02%	198
2025 Q2	$258K	Buy	1,861 +101	+6%	+$12.8K	0.02%	176
2025 Q1	$207K	Buy	1,760 +36	+2%	+$4.63K	0.02%	196
2024 Q4	$219K	Buy	1,724 +860	+100%	+$109K	0.02%	189
2024 Q3	$101K	Sell	864 -144	-14%	-$16.1K	0.01%	259
2024 Q2	$111K	Buy	1,008 +307	+44%	+$33.7K	0.01%	241
2024 Q1	$80K	Hold	701	–	–	0.01%	266
2023 Q4	$73.2K	Sell	701 -6	-0.8%	-$569	0.01%	271
2023 Q3	$64.6K	Hold	707	–	–	0.01%	276
2023 Q2	$68.3K	Sell	707 -874	-55%	-$79.6K	0.01%	266
2023 Q1	$144K	Sell	1,581 -1,041	-40%	-$92.9K	0.01%	207
2022 Q4	$219K	Sell	2,622 -5,472	-68%	-$461K	0.02%	176
2022 Q3	$634K	Sell	8,094 -363	-4%	-$31.2K	0.06%	124
2022 Q2	$670K	Buy	8,457 +174	+2%	+$15.2K	0.06%	119
2022 Q1	$833K	Sell	8,283 -88	-1%	-$8.76K	0.06%	118
2021 Q4	$965K	Buy	+8,371	New	+$976K	0.07%	118

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Washington Trust Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.9% in Q2 2026, buying an estimated $6.75K and bringing the position to 1,044 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #252.

Washington Trust Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $965K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Washington Trust Advisors held 1,044 shares of iShares Russell Mid-Cap Growth ETF worth $153K as of Q2 2026.
Washington Trust Advisors bought 49 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.75K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #252 holding.
Washington Trust Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $965K in Q4 2021.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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