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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Washington Trust's IYW Position: Q2 2026 in Review

Washington Trust opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 997 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Washington Trust previously reported a position in IYW as recently as Q1 2025.

Washington Trust first reported a position in IYW in Q2 2018 and has held it in 23 quarters since. The position peaked at $301K in Q2 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Washington Trust held 997 shares of iShares US Technology ETF worth $251K as of Q2 2026.
iShares US Technology ETF was a new Washington Trust position in Q2 2026.
iShares US Technology ETF made up 0.01% of Washington Trust's portfolio in Q2 2026, its #270 holding.
Washington Trust first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 23 quarters since.
Washington Trust's iShares US Technology ETF position peaked at $301K in Q2 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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