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
2026 Q2	$239K	Buy	+1,634	New	+$225K	0.01%	274
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

Washington Trust's IWP Position: Q2 2026 in Review

Washington Trust opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,634 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Washington Trust previously reported a position in IWP as recently as Q1 2025.

Washington Trust first reported a position in IWP in Q2 2018 and has held it in 23 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Washington Trust held 1,634 shares of iShares Russell Mid-Cap Growth ETF worth $239K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Washington Trust position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Washington Trust's portfolio in Q2 2026, its #274 holding.
Washington Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 23 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.