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 Q2	$81.9K	Hold	200	–	–	0.01%	316
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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Washington Trust Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 200 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #316.

Washington Trust Advisors first reported a position in IWB in Q4 2021 and has held it in 8 quarters since. The position peaked at $147K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Washington Trust Advisors held 200 shares of iShares Russell 1000 ETF worth $81.9K as of Q2 2026.
Washington Trust Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #316 holding.
Washington Trust Advisors first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 8 quarters since.
Washington Trust Advisors's iShares Russell 1000 ETF position peaked at $147K in Q4 2021.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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