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

Washington Trust’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
2025 Q2	–	Sell	-952	Closed	-$112K	–	493
2025 Q1	$112K	Hold	952	–	–	﹤0.01%	312
2024 Q4	$121K	Hold	952	–	–	﹤0.01%	324
2024 Q3	$112K	Hold	952	–	–	﹤0.01%	337
2024 Q2	$105K	Hold	952	–	–	﹤0.01%	345
2024 Q1	$109K	Buy	952 +720	+310%	+$77.9K	﹤0.01%	342
2023 Q4	$24.2K	Hold	232	–	–	﹤0.01%	529
2023 Q3	$21.2K	Sell	232 -78	-25%	-$7.46K	﹤0.01%	530
2023 Q2	$30K	Buy	310 +78	+34%	+$7.11K	﹤0.01%	491
2023 Q1	$21.1K	Hold	232	–	–	﹤0.01%	549
2022 Q4	$19.4K	Hold	232	–	–	﹤0.01%	561
2022 Q3	$18K	Hold	232	–	–	﹤0.01%	558
2022 Q2	$18K	Hold	232	–	–	﹤0.01%	563
2022 Q1	$23K	Hold	232	–	–	﹤0.01%	552
2021 Q4	$27K	Sell	232 -494	-68%	-$57.6K	﹤0.01%	528
2021 Q3	$81K	Hold	726	–	–	﹤0.01%	437
2021 Q2	$82K	Hold	726	–	–	﹤0.01%	436
2021 Q1	$74K	Hold	726	–	–	﹤0.01%	435
2020 Q4	$75K	Hold	726	–	–	﹤0.01%	425
2020 Q3	$63K	Buy	726 +494	+213%	+$41.7K	﹤0.01%	400
2020 Q2	$18K	Hold	232	–	–	﹤0.01%	570
2020 Q1	$14K	Buy	+232	New	+$16.9K	﹤0.01%	611
2018 Q3	–	Sell	-40	Closed	-$3K	–	519
2018 Q2	$3K	Buy	+40	New	+$2.52K	﹤0.01%	796

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Washington Trust's IWP Position: Q2 2025 in Review

Washington Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 952 shares — an estimated $112K sold.

Washington Trust first reported a position in IWP in Q2 2018 and held it in 22 quarters. The position peaked at $121K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Washington Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 952 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $112K.
Washington Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's iShares Russell Mid-Cap Growth ETF position peaked at $121K in Q4 2024.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

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