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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-394	Closed	-$55.1K	–	640
2025 Q3	$55.1K	Hold	394	–	–	﹤0.01%	348
2025 Q2	$52.1K	Sell	394 -343	-47%	-$43K	﹤0.01%	319
2025 Q1	$92.9K	Buy	737 +25	+4%	+$3.25K	0.01%	259
2024 Q4	$92.1K	Sell	712 -34	-5%	-$4.55K	0.01%	266
2024 Q3	$98.7K	Hold	746	–	–	0.01%	263
2024 Q2	$90.1K	Sell	746 -54	-7%	-$6.56K	0.01%	260
2024 Q1	$100K	Hold	800	–	–	0.01%	256
2023 Q4	$93K	Sell	800 -6	-0.7%	-$639	0.01%	257
2023 Q3	$84.1K	Sell	806 -3	-0.4%	-$331	0.01%	258
2023 Q2	$88.9K	Sell	809 -338	-29%	-$35.6K	0.01%	248
2023 Q1	$122K	Sell	1,147 -1,472	-56%	-$161K	0.01%	223
2022 Q4	$276K	Sell	2,619 -13,136	-83%	-$1.38M	0.03%	152
2022 Q3	$1.51M	Buy	15,755 +13	+0.1%	+$1.39K	0.14%	87
2022 Q2	$1.6M	Sell	15,742 -59	-0.4%	-$6.6K	0.14%	87
2022 Q1	$1.89M	Sell	15,801 -258	-2%	-$30.4K	0.13%	88
2021 Q4	$1.97M	Buy	+16,059	New	+$1.92M	0.13%	89

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Washington Trust Advisors's IWS Position: Q4 2025 in Review

Washington Trust Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 394 shares — an estimated $55.1K sold.

Washington Trust Advisors first reported a position in IWS in Q4 2021 and held it in 16 quarters. The position peaked at $1.97M in Q4 2021. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Washington Trust Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 394 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $55.1K.
Washington Trust Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 16 quarters.
Washington Trust Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.97M in Q4 2021.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.