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

Washington Trust’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
2025 Q2	–	Sell	-132	Closed	-$33.7K	–	492
2025 Q1	$33.7K	Hold	132	–	–	﹤0.01%	462
2024 Q4	$38K	Hold	132	–	–	﹤0.01%	479
2024 Q3	$37.5K	Hold	132	–	–	﹤0.01%	496
2024 Q2	$34.7K	Sell	132 -170	-56%	-$44.1K	﹤0.01%	497
2024 Q1	$81.8K	Buy	302 +132	+78%	+$33.7K	﹤0.01%	384
2023 Q4	$42.9K	Hold	170	–	–	﹤0.01%	452
2023 Q3	$38.1K	Sell	170 -26	-13%	-$6.22K	﹤0.01%	430
2023 Q2	$47.6K	Buy	196 +26	+15%	+$5.96K	﹤0.01%	426
2023 Q1	$38.6K	Buy	+170	New	+$38.9K	﹤0.01%	455
2021 Q2	–	Sell	-20	Closed	-$6K	–	1056
2021 Q1	$6K	Hold	20	–	–	﹤0.01%	807
2020 Q4	$6K	Hold	20	–	–	﹤0.01%	787
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	814
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	720
2020 Q1	$3K	Buy	+20	New	+$3.97K	﹤0.01%	795

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Washington Trust's IWO Position: Q2 2025 in Review

Washington Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 132 shares — an estimated $33.7K sold.

Washington Trust first reported a position in IWO in Q1 2020 and held it in 14 quarters. The position peaked at $81.8K in Q1 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Washington Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 132 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $33.7K.
Washington Trust first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and held it in 14 quarters.
Washington Trust's iShares Russell 2000 Growth ETF position peaked at $81.8K in Q1 2024.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

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