Washington Trust Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.3K	Hold	200	–	–	0.01%	325
2025 Q4	$74.7K	Hold	200	–	–	0.01%	321
2025 Q3	$73.1K	Buy	+200	New	+$70.4K	0.01%	317
2022 Q4	–	Sell	-556	Closed	-$110K	–	836
2022 Q3	$110K	Hold	556	–	–	0.01%	266
2022 Q2	$116K	Hold	556	–	–	0.01%	268
2022 Q1	$139K	Hold	556	–	–	0.01%	293
2021 Q4	$147K	Buy	+556	New	+$143K	0.01%	299

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Washington Trust Advisors's IWB Position: Q1 2026 in Review

Washington Trust Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 200 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #325.

Washington Trust Advisors first reported a position in IWB in Q4 2021 and has held it in 7 quarters since. The position peaked at $147K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Washington Trust Advisors held 200 shares of iShares Russell 1000 ETF worth $71.3K as of Q1 2026.
Washington Trust Advisors left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #325 holding.
Washington Trust Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 7 quarters since.
Washington Trust Advisors's iShares Russell 1000 ETF position peaked at $147K in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.