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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Hold	925	–	–	0.02%	228
2026 Q1	$175K	Hold	925	–	–	0.01%	236
2025 Q4	$168K	Hold	925	–	–	0.01%	237
2025 Q3	$164K	Hold	925	–	–	0.01%	238
2025 Q2	$146K	Hold	925	–	–	0.01%	225
2025 Q1	$140K	Hold	925	–	–	0.01%	224
2024 Q4	$152K	Hold	925	–	–	0.01%	216
2024 Q3	$154K	Hold	925	–	–	0.01%	222
2024 Q2	$141K	Sell	925 -311	-25%	-$47.6K	0.01%	221
2024 Q1	$196K	Hold	1,236	–	–	0.02%	198
2023 Q4	$192K	Sell	1,236 -4	-0.3%	-$554	0.02%	202
2023 Q3	$168K	Sell	1,240 -295	-19%	-$42.3K	0.02%	198
2023 Q2	$216K	Buy	1,535 +30	+2%	+$4.06K	0.02%	177
2023 Q1	$206K	Sell	1,505 -799	-35%	-$116K	0.02%	177
2022 Q4	$319K	Sell	2,304 -524	-19%	-$74K	0.03%	139
2022 Q3	$364K	Buy	2,828 +11	+0.4%	+$1.59K	0.03%	148
2022 Q2	$384K	Sell	2,817 -7	-0.2%	-$1.04K	0.03%	149
2022 Q1	$456K	Sell	2,824 -108	-4%	-$17.2K	0.03%	157
2021 Q4	$487K	Buy	+2,932	New	+$489K	0.03%	160

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Washington Trust Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 925 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #228.

Washington Trust Advisors first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $487K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Washington Trust Advisors held 925 shares of iShares Russell 2000 Value ETF worth $205K as of Q2 2026.
Washington Trust Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #228 holding.
Washington Trust Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Russell 2000 Value ETF position peaked at $487K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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