Washington Trust Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.2K	Sell	784 -186	-19%	-$18.6K	0.01%	320
2025 Q4	$93.4K	Sell	970 -168	-15%	-$16.2K	0.01%	293
2025 Q3	$110K	Buy	1,138 +207	+22%	+$19.6K	0.01%	275
2025 Q2	$85.6K	Sell	931 -264	-22%	-$22.8K	0.01%	273
2025 Q1	$102K	Buy	1,195 +372	+45%	+$33.2K	0.01%	251
2024 Q4	$72.7K	Buy	823 +48	+6%	+$4.36K	0.01%	291
2024 Q3	$68.3K	Sell	775 -444	-36%	-$37.4K	0.01%	294
2024 Q2	$98.8K	Buy	1,219 +508	+71%	+$41.3K	0.01%	253
2024 Q1	$59.8K	Hold	711	–	–	0.01%	294
2023 Q4	$55.3K	Hold	711	–	–	0.01%	295
2023 Q3	$49.2K	Hold	711	–	–	0.01%	305
2023 Q2	$51.9K	Hold	711	–	–	0.01%	291
2023 Q1	$49.7K	Hold	711	–	–	0.01%	312
2022 Q4	$48K	Hold	711	–	–	0.01%	316
2022 Q3	$44K	Hold	711	–	–	﹤0.01%	403
2022 Q2	$46K	Sell	711 -2	-0.3%	-$142	﹤0.01%	412
2022 Q1	$56K	Hold	713	–	–	﹤0.01%	429
2021 Q4	$59K	Buy	+713	New	+$58.5K	﹤0.01%	442

Other funds holding IWR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Washington Trust Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q1 2026, selling an estimated $18.6K and leaving 784 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #320.

Washington Trust Advisors first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $110K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Washington Trust Advisors held 784 shares of iShares Russell Mid-Cap ETF worth $76.2K as of Q1 2026.
Washington Trust Advisors sold 186 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $18.6K.
iShares Russell Mid-Cap ETF made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #320 holding.
Washington Trust Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's iShares Russell Mid-Cap ETF position peaked at $110K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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