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

Washington Trust Bank’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	$1.42M	Buy	12,536 +232	+2%	+$27.9K	0.1%	97
2025 Q4	$1.52M	Buy	12,304 +1,841	+18%	+$225K	0.11%	97
2025 Q3	$1.26M	Sell	10,463 -216	-2%	-$24.8K	0.09%	95
2025 Q2	$1.18M	Sell	10,679 -454	-4%	-$44.9K	0.1%	100
2025 Q1	$1.03M	Sell	11,133 -495	-4%	-$49.9K	0.1%	100
2024 Q4	$1.18M	Sell	11,628 -1,566	-12%	-$156K	0.11%	93
2024 Q3	$1.26M	Buy	13,194 +7,152	+118%	+$660K	0.12%	89
2024 Q2	$559K	Hold	6,042	–	–	0.06%	121
2024 Q1	$510K	Buy	6,042 +102	+2%	+$8.2K	0.05%	136
2023 Q4	$446K	Hold	5,940	–	–	0.04%	145
2023 Q3	$406K	Hold	5,940	–	–	0.04%	145
2023 Q2	$419K	Hold	5,940	–	–	0.04%	138
2023 Q1	$380K	Sell	5,940 -752	-11%	-$46K	0.04%	157
2022 Q4	$391K	Buy	6,692 +752	+13%	+$45.2K	0.04%	154
2022 Q3	$344K	Hold	5,940	–	–	0.04%	155
2022 Q2	$358K	Hold	5,940	–	–	0.05%	159
2022 Q1	$454K	Hold	5,940	–	–	0.05%	145
2021 Q4	$497K	Hold	5,940	–	–	0.05%	136
2021 Q3	$439K	Hold	5,940	–	–	0.05%	127
2021 Q2	$432K	Hold	5,940	–	–	0.05%	125
2021 Q1	$387K	Sell	5,940 -1,358	-19%	-$87.8K	0.05%	129
2020 Q4	$466K	Sell	7,298 -322	-4%	-$19.5K	0.06%	131
2020 Q3	$440K	Hold	7,620	–	–	0.07%	121
2020 Q2	$395K	Sell	7,620 -692	-8%	-$33.2K	0.06%	121
2020 Q1	$343K	Sell	8,312 -424	-5%	-$20.1K	0.07%	117
2019 Q4	$423K	Hold	8,736	–	–	0.06%	137
2019 Q3	$393K	Sell	8,736 -304	-3%	-$13.8K	0.06%	129
2019 Q2	$405K	Hold	9,040	–	–	0.07%	130
2019 Q1	$390K	Sell	9,040 -1,160	-11%	-$47.5K	0.06%	133
2018 Q4	$384K	Hold	10,200	–	–	0.05%	155
2018 Q3	$452K	Sell	10,200 -340	-3%	-$14.6K	0.07%	139
2018 Q2	$428K	Hold	10,540	–	–	0.06%	144
2018 Q1	$409K	Sell	10,540 -388	-4%	-$15.5K	0.06%	150
2017 Q4	$417K	Sell	10,928 -8,340	-43%	-$312K	0.06%	160
2017 Q3	$691K	Buy	19,268 +8,356	+77%	+$294K	0.11%	109
2017 Q2	$373K	Sell	10,912 -4,504	-29%	-$153K	0.08%	137
2017 Q1	$507K	Sell	15,416 -3,504	-19%	-$112K	0.11%	112
2016 Q4	$576K	Buy	18,920 +18,240	+2,682%	+$551K	0.13%	105
2016 Q3	$21K	Hold	680	–	–	0.01%	471
2016 Q2	$20K	Sell	680 -3,116	-82%	-$90.4K	0.01%	482
2016 Q1	$110K	Buy	3,796 +1,016	+37%	+$28K	0.03%	251
2015 Q4	$80K	Hold	2,780	–	–	0.02%	327
2015 Q3	$75K	Hold	2,780	–	–	0.02%	333
2015 Q2	$79K	Sell	2,780 -140	-5%	-$4.06K	0.02%	338
2015 Q1	$83K	Hold	2,920	–	–	0.02%	358
2014 Q4	$81K	Hold	2,920	–	–	0.02%	386
2014 Q3	$78K	Sell	2,920 -2,680	-48%	-$71.4K	0.02%	390
2014 Q2	$147K	Hold	5,600	–	–	0.03%	284
2014 Q1	$140K	Buy	+5,600	New	+$138K	0.03%	295

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 Bank's IVW Position: Q1 2026 in Review

Washington Trust Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, buying an estimated $27.9K and bringing the position to 12,536 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #97.

Washington Trust Bank first reported a position in IVW in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.52M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Washington Trust Bank held 12,536 shares of iShares S&P 500 Growth ETF worth $1.42M as of Q1 2026.
Washington Trust Bank bought 232 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $27.9K.
iShares S&P 500 Growth ETF made up 0.1% of Washington Trust Bank's portfolio in Q1 2026, its #97 holding.
Washington Trust Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 49 quarters since.
Washington Trust Bank's iShares S&P 500 Growth ETF position peaked at $1.52M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.