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

Washington Trust’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
2025 Q2	–	Sell	-343	Closed	-$31.8K	–	490
2025 Q1	$31.8K	Hold	343	–	–	﹤0.01%	471
2024 Q4	$34.8K	Sell	343 -6	-2%	-$599	﹤0.01%	494
2024 Q3	$33.4K	Buy	349 +49	+16%	+$4.52K	﹤0.01%	513
2024 Q2	$27.8K	Hold	300	–	–	﹤0.01%	532
2024 Q1	$25.3K	Hold	300	–	–	﹤0.01%	542
2023 Q4	$22.5K	Hold	300	–	–	﹤0.01%	542
2023 Q3	$20.5K	Hold	300	–	–	﹤0.01%	534
2023 Q2	$21.1K	Sell	300 -280	-48%	-$18.5K	﹤0.01%	556
2023 Q1	$37.1K	Hold	580	–	–	﹤0.01%	460
2022 Q4	$33.9K	Sell	580 -20	-3%	-$1.2K	﹤0.01%	466
2022 Q3	$35K	Sell	600 -115	-16%	-$7.47K	﹤0.01%	447
2022 Q2	$43K	Sell	715 -65	-8%	-$4.3K	﹤0.01%	433
2022 Q1	$60K	Sell	780 -55	-7%	-$4.13K	﹤0.01%	402
2021 Q4	$70K	Sell	835 -2,242	-73%	-$181K	﹤0.01%	386
2021 Q3	$228K	Sell	3,077 -18	-0.6%	-$1.37K	0.01%	296
2021 Q2	$225K	Hold	3,095	–	–	0.01%	293
2021 Q1	$202K	Hold	3,095	–	–	0.01%	297
2020 Q4	$197K	Sell	3,095 -69	-2%	-$4.18K	0.01%	285
2020 Q3	$183K	Buy	3,164 +2,192	+226%	+$124K	0.01%	268
2020 Q2	$50K	Hold	972	–	–	﹤0.01%	393
2020 Q1	$40K	Buy	+972	New	+$46K	﹤0.01%	420
2018 Q3	–	Sell	-972	Closed	-$40K	–	518
2018 Q2	$40K	Buy	+972	New	+$39K	﹤0.01%	457

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Washington Trust's IVW Position: Q2 2025 in Review

Washington Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 343 shares — an estimated $31.8K sold.

Washington Trust first reported a position in IVW in Q2 2018 and held it in 22 quarters. The position peaked at $228K in Q3 2021. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

Washington Trust reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 343 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $31.8K.
Washington Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's iShares S&P 500 Growth ETF position peaked at $228K in Q3 2021.
1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.