Washington Trust Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.7K	Hold	93	–	–	﹤0.01%	399
2026 Q1	$34.5K	Hold	93	–	–	﹤0.01%	395
2025 Q4	$36K	Hold	93	–	–	﹤0.01%	379
2025 Q3	$35.2K	Hold	93	–	–	﹤0.01%	387
2025 Q2	$32.6K	Hold	93	–	–	﹤0.01%	357
2025 Q1	$29.5K	Hold	93	–	–	﹤0.01%	364
2024 Q4	$31.1K	Hold	93	–	–	﹤0.01%	369
2024 Q3	$30.4K	Hold	93	–	–	﹤0.01%	378
2024 Q2	$28.7K	Hold	93	–	–	﹤0.01%	370
2024 Q1	$27.9K	Hold	93	–	–	﹤0.01%	371
2023 Q4	$25.5K	Hold	93	–	–	﹤0.01%	372
2023 Q3	$22.8K	Hold	93	–	–	﹤0.01%	378
2023 Q2	$23.7K	Hold	93	–	–	﹤0.01%	370
2023 Q1	$21.9K	Hold	93	–	–	﹤0.01%	407
2022 Q4	$20.5K	Hold	93	–	–	﹤0.01%	419
2022 Q3	$19K	Hold	93	–	–	﹤0.01%	523
2022 Q2	$20K	Hold	93	–	–	﹤0.01%	537
2022 Q1	$24K	Hold	93	–	–	﹤0.01%	570
2021 Q4	$26K	Buy	+93	New	+$25.2K	﹤0.01%	590

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

Washington Trust Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 93 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Washington Trust Advisors first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Washington Trust Advisors held 93 shares of iShares Russell 3000 ETF worth $39.7K as of Q2 2026.
Washington Trust Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #399 holding.
Washington Trust Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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