Washington Trust’s iShares US Technology ETF IYW Stock Holding History

Washington Trust’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$264K	Hold	997	–	–	0.01%	259
2026 Q2	$251K	Buy	+997	New	+$229K	0.01%	270
2025 Q2	–	Sell	-997	Closed	-$140K	–	495
2025 Q1	$140K	Hold	997	–	–	0.01%	285
2024 Q4	$159K	Sell	997 -625	-39%	-$98.9K	0.01%	295
2024 Q3	$246K	Sell	1,622 -375	-19%	-$55.1K	0.01%	265
2024 Q2	$301K	Hold	1,997	–	–	0.01%	246
2024 Q1	$270K	Hold	1,997	–	–	0.01%	251
2023 Q4	$245K	Buy	1,997 +297	+17%	+$33.6K	0.01%	253
2023 Q3	$178K	Hold	1,700	–	–	0.01%	249
2023 Q2	$185K	Hold	1,700	–	–	0.01%	260
2023 Q1	$158K	Buy	1,700 +1,000	+143%	+$83.9K	0.01%	275
2022 Q4	$52.1K	Hold	700	–	–	﹤0.01%	397
2022 Q3	$51K	Hold	700	–	–	﹤0.01%	384
2022 Q2	$56K	Hold	700	–	–	﹤0.01%	384
2022 Q1	$72K	Sell	700 -400	-36%	-$40.8K	﹤0.01%	373
2021 Q4	$126K	Hold	1,100	–	–	﹤0.01%	305
2021 Q3	$111K	Hold	1,100	–	–	﹤0.01%	388
2021 Q2	$110K	Buy	1,100 +300	+38%	+$28K	﹤0.01%	389
2021 Q1	$70K	Hold	800	–	–	﹤0.01%	440
2020 Q4	$68K	Hold	800	–	–	﹤0.01%	438
2020 Q3	$60K	Hold	800	–	–	﹤0.01%	413
2020 Q2	$53K	Hold	800	–	–	﹤0.01%	386
2020 Q1	$41K	Buy	+800	New	+$46.4K	﹤0.01%	417
2018 Q3	–	Sell	-800	Closed	-$36K	–	523
2018 Q2	$36K	Buy	+800	New	+$35.4K	﹤0.01%	474

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Washington Trust's IYW Position: Q3 2026 in Review

Washington Trust held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 997 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #259.

Washington Trust first reported a position in IYW in Q2 2018 and has held it in 24 quarters since. The position peaked at $301K in Q2 2024. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Washington Trust held 997 shares of iShares US Technology ETF worth $264K as of Q3 2026.
Washington Trust left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.01% of Washington Trust's portfolio in Q3 2026, its #259 holding.
Washington Trust first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 24 quarters since.
Washington Trust's iShares US Technology ETF position peaked at $301K in Q2 2024.
931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.