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

Washington Trust Bank’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 Q1	$22.4M	Buy	175,040 +9,393	+6%	+$1.27M	1.65%	15
2025 Q4	$22.7M	Buy	165,647 +149,634	+934%	+$20.9M	1.59%	17
2025 Q3	$2.28M	Buy	16,013 +4,557	+40%	+$644K	0.17%	75
2025 Q2	$1.59M	Sell	11,456 -570	-5%	-$72.1K	0.13%	91
2025 Q1	$1.41M	Buy	12,026 +6,356	+112%	+$817K	0.14%	87
2024 Q4	$719K	Sell	5,670 -773	-12%	-$98.3K	0.07%	118
2024 Q3	$756K	Buy	6,443 +1,008	+19%	+$113K	0.07%	110
2024 Q2	$600K	Sell	5,435 -270	-5%	-$29.7K	0.06%	114
2024 Q1	$651K	Sell	5,705 -6,275	-52%	-$679K	0.06%	121
2023 Q4	$1.25M	Buy	11,980 +8,791	+276%	+$833K	0.11%	93
2023 Q3	$291K	Sell	3,189 -1,538	-33%	-$147K	0.03%	179
2023 Q2	$457K	Sell	4,727 -4,163	-47%	-$379K	0.05%	132
2023 Q1	$809K	Sell	8,890 -55,345	-86%	-$4.94M	0.09%	103
2022 Q4	$5.37M	Buy	64,235 +9,787	+18%	+$824K	0.61%	51
2022 Q3	$4.27M	Sell	54,448 -3,623	-6%	-$312K	0.54%	53
2022 Q2	$4.6M	Buy	58,071 +33,728	+139%	+$2.94M	0.59%	52
2022 Q1	$2.45M	Buy	24,343 +20,130	+478%	+$2M	0.28%	66
2021 Q4	$486K	Buy	+4,213	New	+$491K	0.05%	139
2021 Q2	–	Sell	-2,026	Closed	-$207K	–	191
2021 Q1	$207K	Sell	2,026 -278	-12%	-$29.1K	0.03%	181
2020 Q4	$237K	Sell	2,304 -162	-7%	-$15.4K	0.03%	160
2020 Q3	$213K	Sell	2,466 -1,860	-43%	-$157K	0.03%	158
2020 Q2	$342K	Sell	4,326 -4,152	-49%	-$301K	0.05%	129
2020 Q1	$516K	Buy	+8,478	New	+$618K	0.1%	104
2019 Q2	–	Sell	-2,004	Closed	-$136K	–	376
2019 Q1	$136K	Sell	2,004 -249,572	-99%	-$16M	0.02%	224
2018 Q4	$14.3M	Buy	251,576 +250,996	+43,275%	+$15.3M	1.88%	11
2018 Q3	$39K	Sell	580 -850	-59%	-$56.5K	0.01%	408
2018 Q2	$91K	Sell	1,430 -2,080	-59%	-$131K	0.01%	308
2018 Q1	$216K	Buy	3,510 +2,540	+262%	+$159K	0.03%	205
2017 Q4	$59K	Buy	970 +90	+10%	+$5.29K	0.01%	401
2017 Q3	$50K	Buy	880 +220	+33%	+$12.1K	0.01%	414
2017 Q2	$36K	Sell	660 -44	-6%	-$2.34K	0.01%	413
2017 Q1	$37K	Buy	704 +44	+7%	+$2.25K	0.01%	429
2016 Q4	$32K	Hold	660	–	–	0.01%	436
2016 Q3	$32K	Sell	660 -290	-31%	-$14.1K	0.01%	427
2016 Q2	$44K	Hold	950	–	–	0.01%	387
2016 Q1	$44K	Sell	950 -2,052	-68%	-$88.6K	0.01%	392
2015 Q4	$138K	Sell	3,002 -2,398	-44%	-$111K	0.03%	238
2015 Q3	$239K	Buy	5,400 +4,740	+718%	+$225K	0.06%	165
2015 Q2	$32K	Sell	660 -126	-16%	-$6.22K	0.01%	494
2015 Q1	$38K	Sell	786 -560	-42%	-$26.7K	0.01%	483
2014 Q4	$63K	Buy	1,346 +1,188	+752%	+$53.7K	0.02%	420
2014 Q3	$7K	Sell	158 -4	-2%	-$179	﹤0.01%	719
2014 Q2	$7K	Sell	162 -506	-76%	-$21.7K	﹤0.01%	764
2014 Q1	$29K	Sell	668 -64	-9%	-$2.72K	0.01%	557
2013 Q4	$31	Sell	732 -13,268	-95%	-$536K	0.06%	144
2013 Q3	$547K	Buy	+14,000	New	+$534K	0.14%	100

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Washington Trust Bank's IWP Position: Q1 2026 in Review

Washington Trust Bank increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q1 2026, buying an estimated $1.27M and bringing the position to 175,040 shares worth $22.4M. The position accounts for 1.65% of the portfolio, ranked #15.

Washington Trust Bank first reported a position in IWP in Q3 2013 and has held it in 46 quarters since. The position peaked at $22.7M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Washington Trust Bank held 175,040 shares of iShares Russell Mid-Cap Growth ETF worth $22.4M as of Q1 2026.
Washington Trust Bank bought 9,393 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.27M.
iShares Russell Mid-Cap Growth ETF made up 1.65% of Washington Trust Bank's portfolio in Q1 2026, its #15 holding.
Washington Trust Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 46 quarters since.
Washington Trust Bank's iShares Russell Mid-Cap Growth ETF position peaked at $22.7M in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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