Washington Trust Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Washington Trust Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Sell	5,678 -294	-5%	-$40.3K	0.06%	128
2026 Q1	$742K	Sell	5,972 -83	-1%	-$10.5K	0.06%	133
2025 Q4	$728K	Sell	6,055 -27	-0.4%	-$3.23K	0.06%	128
2025 Q3	$723K	Sell	6,082 -27	-0.4%	-$3.1K	0.06%	129
2025 Q2	$668K	Buy	6,109 +7	+0.1%	+$724	0.05%	120
2025 Q1	$638K	Sell	6,102 -5	-0.1%	-$564	0.06%	120
2024 Q4	$704K	Buy	6,107 +21	+0.3%	+$2.51K	0.06%	114
2024 Q3	$712K	Buy	6,086 +9	+0.1%	+$1.02K	0.06%	111
2024 Q2	$648K	Buy	6,077 +521	+9%	+$55.7K	0.06%	114
2024 Q1	$614K	Buy	5,556 +18	+0.3%	+$1.91K	0.06%	112
2023 Q4	$600K	Buy	5,538 +4,672	+539%	+$450K	0.06%	116
2023 Q3	$81.7K	Sell	866 -200	-19%	-$20K	0.01%	262
2023 Q2	$106K	Buy	1,066 +84	+9%	+$8K	0.01%	232
2023 Q1	$95K	Sell	982 -100	-9%	-$10K	0.01%	250
2022 Q4	$102K	Sell	1,082 -3,055	-74%	-$293K	0.01%	246
2022 Q3	$361K	Buy	4,137 +2,855	+223%	+$277K	0.03%	149
2022 Q2	$118K	Sell	1,282 -46	-3%	-$4.58K	0.01%	265
2022 Q1	$143K	Hold	1,328	–	–	0.01%	283
2021 Q4	$152K	Buy	+1,328	New	+$151K	0.01%	292

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Washington Trust Advisors's IJR Position: Q2 2026 in Review

Washington Trust Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.9% in Q2 2026, selling an estimated $40.3K and leaving 5,678 shares worth $842K. The position accounts for 0.06% of the portfolio, ranked #128.

Washington Trust Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Washington Trust Advisors held 5,678 shares of iShares Core S&P Small-Cap ETF worth $842K as of Q2 2026.
Washington Trust Advisors sold 294 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.3K.
iShares Core S&P Small-Cap ETF made up 0.06% of Washington Trust Advisors's portfolio in Q2 2026, its #128 holding.
Washington Trust Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.