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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Sell	771 -16	-2%	-$3.73K	0.01%	236
2026 Q1	$168K	Sell	787 -439	-36%	-$96.1K	0.01%	240
2025 Q4	$258K	Sell	1,226 -1,995	-62%	-$412K	0.02%	197
2025 Q3	$656K	Buy	3,221 +228	+8%	+$45.4K	0.05%	138
2025 Q2	$581K	Sell	2,993 -1,228	-29%	-$227K	0.05%	126
2025 Q1	$794K	Sell	4,221 -153	-3%	-$29.1K	0.07%	107
2024 Q4	$810K	Buy	4,374 +749	+21%	+$144K	0.07%	109
2024 Q3	$688K	Buy	3,625 +157	+5%	+$28.6K	0.06%	113
2024 Q2	$605K	Buy	3,468 +1,322	+62%	+$231K	0.06%	116
2024 Q1	$384K	Sell	2,146 -45	-2%	-$7.61K	0.04%	136
2023 Q4	$362K	Sell	2,191 -11	-0.5%	-$1.7K	0.03%	141
2023 Q3	$334K	Sell	2,202 -1,726	-44%	-$274K	0.03%	143
2023 Q2	$620K	Sell	3,928 -1,853	-32%	-$283K	0.06%	113
2023 Q1	$880K	Sell	5,781 -5,391	-48%	-$833K	0.09%	100
2022 Q4	$1.69M	Sell	11,172 -7,025	-39%	-$1.05M	0.19%	75
2022 Q3	$2.48M	Hold	18,197	–	–	0.23%	75
2022 Q2	$2.64M	Sell	18,197 -471	-3%	-$73.7K	0.23%	76
2022 Q1	$3.1M	Sell	18,668 -3,200	-15%	-$526K	0.22%	76
2021 Q4	$3.67M	Buy	+21,868	New	+$3.58M	0.25%	73

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Washington Trust Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $3.73K and leaving 771 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #236.

Washington Trust Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.67M in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Washington Trust Advisors held 771 shares of iShares Russell 1000 Value ETF worth $187K as of Q2 2026.
Washington Trust Advisors sold 16 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.73K.
iShares Russell 1000 Value ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #236 holding.
Washington Trust Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Russell 1000 Value ETF position peaked at $3.67M in Q4 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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