Washington Trust Advisors’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43K	Hold	49	–	–	﹤0.01%	582
2026 Q1	$4.06K	Hold	49	–	–	﹤0.01%	542
2025 Q4	$4.52K	Sell	49 -56	-53%	-$5K	﹤0.01%	553
2025 Q3	$9.41K	Hold	105	–	–	﹤0.01%	526
2025 Q2	$8.99K	Sell	105 -27	-20%	-$2.14K	﹤0.01%	492
2025 Q1	$10.4K	Hold	132	–	–	﹤0.01%	461
2024 Q4	$10.3K	Hold	132	–	–	﹤0.01%	476
2024 Q3	$9.38K	Hold	132	–	–	﹤0.01%	486
2024 Q2	$8.61K	Sell	132 -60	-31%	-$3.9K	﹤0.01%	482
2024 Q1	$12.7K	Hold	192	–	–	﹤0.01%	451
2023 Q4	$11.5K	Hold	192	–	–	﹤0.01%	455
2023 Q3	$9.9K	Hold	192	–	–	﹤0.01%	465
2023 Q2	$10.1K	Hold	192	–	–	﹤0.01%	457
2023 Q1	$9.66K	Sell	192 -132	-41%	-$7.2K	﹤0.01%	507
2022 Q4	$17K	Hold	324	–	–	﹤0.01%	440
2022 Q3	$15K	Hold	324	–	–	﹤0.01%	548
2022 Q2	$16K	Hold	324	–	–	﹤0.01%	572
2022 Q1	$19K	Hold	324	–	–	﹤0.01%	609
2021 Q4	$21K	Buy	+324	New	+$21.1K	﹤0.01%	620

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Washington Trust Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 49 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Washington Trust Advisors first reported a position in IYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $21K in Q4 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Washington Trust Advisors held 49 shares of iShares US Financial Services ETF worth $4.43K as of Q2 2026.
Washington Trust Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #582 holding.
Washington Trust Advisors first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares US Financial Services ETF position peaked at $21K in Q4 2021.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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