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

Washington Trust Bank’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
2026 Q2	$2.95M	Hold	7,499	–	–	0.21%	75
2026 Q1	$2.35M	Hold	7,499	–	–	0.17%	79
2025 Q4	$2.42M	Hold	7,499	–	–	0.17%	78
2025 Q3	$2.4M	Hold	7,499	–	–	0.18%	71
2025 Q2	$2.14M	Hold	7,499	–	–	0.18%	73
2025 Q1	$1.92M	Hold	7,499	–	–	0.19%	82
2024 Q4	$2.16M	Hold	7,499	–	–	0.21%	76
2024 Q3	$2.13M	Hold	7,499	–	–	0.2%	73
2024 Q2	$1.97M	Sell	7,499 -7	-0.1%	-$1.82K	0.19%	70
2024 Q1	$2.03M	Hold	7,506	–	–	0.19%	77
2023 Q4	$1.89M	Hold	7,506	–	–	0.17%	81
2023 Q3	$1.68M	Hold	7,506	–	–	0.18%	75
2023 Q2	$1.82M	Sell	7,506 -70	-0.9%	-$16.1K	0.19%	70
2023 Q1	$1.72M	Sell	7,576 -23	-0.3%	-$5.26K	0.18%	74
2022 Q4	$1.63M	Sell	7,599 -33	-0.4%	-$7.23K	0.19%	84
2022 Q3	$1.58M	Sell	7,632 -5	-0.1%	-$1.13K	0.2%	87
2022 Q2	$1.57M	Sell	7,637 -24	-0.3%	-$5.35K	0.2%	84
2022 Q1	$1.96M	Sell	7,661 -11	-0.1%	-$2.81K	0.23%	72
2021 Q4	$2.25M	Buy	7,672 +11	+0.1%	+$3.31K	0.22%	67
2021 Q3	$2.25M	Hold	7,661	–	–	0.26%	59
2021 Q2	$2.39M	Hold	7,661	–	–	0.28%	58
2021 Q1	$2.3M	Sell	7,661 -40	-0.5%	-$12.4K	0.28%	60
2020 Q4	$2.21M	Buy	7,701 +5	+0.1%	+$1.27K	0.29%	61
2020 Q3	$1.71M	Hold	7,696	–	–	0.25%	58
2020 Q2	$1.59M	Hold	7,696	–	–	0.25%	62
2020 Q1	$1.22M	Sell	7,696 -21	-0.3%	-$4.17K	0.23%	68
2019 Q4	$1.65M	Sell	7,717 -10	-0.1%	-$2.03K	0.24%	77
2019 Q3	$1.49M	Sell	7,727 -225	-3%	-$44.6K	0.24%	74
2019 Q2	$1.6M	Sell	7,952 -270	-3%	-$53.4K	0.26%	72
2019 Q1	$1.62M	Sell	8,222 -425	-5%	-$80.9K	0.26%	72
2018 Q4	$1.45M	Buy	8,647 +20	+0.2%	+$3.73K	0.19%	92
2018 Q3	$1.85M	Sell	8,627 -395	-4%	-$84.2K	0.28%	70
2018 Q2	$1.84M	Sell	9,022 -185	-2%	-$37K	0.26%	73
2018 Q1	$1.75M	Buy	9,207 +855	+10%	+$164K	0.25%	70
2017 Q4	$1.56M	Buy	8,352 +55	+0.7%	+$10K	0.23%	81
2017 Q3	$1.49M	Buy	8,297 +508	+7%	+$86.3K	0.24%	73
2017 Q2	$1.31M	Buy	7,789 +21	+0.3%	+$3.46K	0.28%	71
2017 Q1	$1.26M	Sell	7,768 -32	-0.4%	-$5.08K	0.27%	71
2016 Q4	$1.2M	Buy	7,800 +32	+0.4%	+$4.78K	0.27%	72
2016 Q3	$1.16M	Sell	7,768 -118	-1%	-$17.2K	0.28%	69
2016 Q2	$1.08M	Buy	7,886 +118	+2%	+$15.9K	0.28%	70
2016 Q1	$1.03M	Buy	7,768 +80	+1%	+$9.98K	0.27%	72
2015 Q4	$1.07M	Buy	7,688 +5	+0.1%	+$709	0.23%	78
2015 Q3	$1.03M	Buy	7,683 +195	+3%	+$28.9K	0.27%	79
2015 Q2	$1.16M	Hold	7,488	–	–	0.28%	71
2015 Q1	$1.14M	Hold	7,488	–	–	0.27%	79
2014 Q4	$1.07M	Hold	7,488	–	–	0.28%	86
2014 Q3	$971K	Hold	7,488	–	–	0.3%	84
2014 Q2	$1.04M	Hold	7,488	–	–	0.21%	91
2014 Q1	$1.02M	Buy	+7,488	New	+$1.02M	0.22%	85

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Washington Trust Bank's IWO Position: Q2 2026 in Review

Washington Trust Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 7,499 shares worth $2.95M. The position accounts for 0.21% of the portfolio, ranked #75.

Washington Trust Bank first reported a position in IWO in Q1 2014 and has held it in 50 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Washington Trust Bank held 7,499 shares of iShares Russell 2000 Growth ETF worth $2.95M as of Q2 2026.
Washington Trust Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.21% of Washington Trust Bank's portfolio in Q2 2026, its #75 holding.
Washington Trust Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 50 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.