Washington Trust Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.7K	Hold	192	–	–	﹤0.01%	359
2026 Q1	$47.6K	Hold	192	–	–	﹤0.01%	361
2025 Q4	$47.3K	Hold	192	–	–	﹤0.01%	359
2025 Q3	$46.5K	Hold	192	–	–	﹤0.01%	365
2025 Q2	$41.4K	Sell	192 -25	-12%	-$5.03K	﹤0.01%	339
2025 Q1	$43.3K	Hold	217	–	–	﹤0.01%	334
2024 Q4	$47.9K	Hold	217	–	–	﹤0.01%	328
2024 Q3	$47.9K	Hold	217	–	–	﹤0.01%	320
2024 Q2	$44K	Hold	217	–	–	﹤0.01%	327
2024 Q1	$45.6K	Hold	217	–	–	﹤0.01%	321
2023 Q4	$43.6K	Sell	217 -600	-73%	-$107K	﹤0.01%	328
2023 Q3	$144K	Buy	817 +600	+276%	+$113K	0.01%	211
2023 Q2	$40.6K	Hold	217	–	–	﹤0.01%	317
2023 Q1	$38.7K	Hold	217	–	–	﹤0.01%	340
2022 Q4	$37.8K	Hold	217	–	–	﹤0.01%	338
2022 Q3	$36K	Hold	217	–	–	﹤0.01%	432
2022 Q2	$37K	Sell	217 -17	-7%	-$3.13K	﹤0.01%	445
2022 Q1	$48K	Hold	234	–	–	﹤0.01%	452
2021 Q4	$52K	Buy	+234	New	+$52.9K	﹤0.01%	469

Other funds holding IWM

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Washington Trust Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 192 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Washington Trust Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $144K in Q3 2023. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Washington Trust Advisors held 192 shares of iShares Russell 2000 ETF worth $57.7K as of Q2 2026.
Washington Trust Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #359 holding.
Washington Trust Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Russell 2000 ETF position peaked at $144K in Q3 2023.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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