Washington Trust Bank’s iShares US Utilities ETF IDU Stock Holding History

Washington Trust Bank’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,729	Closed	-$201K	–	210
2026 Q1	$201K	Sell	1,729 -737	-30%	-$83.8K	0.01%	207
2025 Q4	$267K	Hold	2,466	–	–	0.02%	185
2025 Q3	$273K	Hold	2,466	–	–	0.02%	180
2025 Q2	$258K	Hold	2,466	–	–	0.02%	183
2025 Q1	$250K	Hold	2,466	–	–	0.03%	181
2024 Q4	$237K	Hold	2,466	–	–	0.02%	196
2024 Q3	$252K	Hold	2,466	–	–	0.02%	188
2024 Q2	$217K	Hold	2,466	–	–	0.02%	196
2024 Q1	$208K	Sell	2,466 -75	-3%	-$5.98K	0.02%	215
2023 Q4	$203K	Buy	+2,541	New	+$195K	0.02%	217
2023 Q3	–	Sell	-2,541	Closed	-$208K	–	221
2023 Q2	$208K	Sell	2,541 -37	-1%	-$3.08K	0.02%	210
2023 Q1	$216K	Hold	2,578	–	–	0.02%	206
2022 Q4	$223K	Hold	2,578	–	–	0.03%	201
2022 Q3	$209K	Hold	2,578	–	–	0.03%	196
2022 Q2	$221K	Hold	2,578	–	–	0.03%	196
2022 Q1	$235K	Hold	2,578	–	–	0.03%	201
2021 Q4	$228K	Sell	2,578 -122	-5%	-$10.2K	0.02%	210
2021 Q3	$213K	Hold	2,700	–	–	0.02%	198
2021 Q2	$212K	Hold	2,700	–	–	0.03%	177
2021 Q1	$215K	Hold	2,700	–	–	0.03%	170
2020 Q4	$210K	Buy	+2,700	New	+$210K	0.03%	173
2020 Q1	–	Sell	-3,000	Closed	-$243K	–	195
2019 Q4	$243K	Hold	3,000	–	–	0.03%	186
2019 Q3	$244K	Hold	3,000	–	–	0.04%	169
2019 Q2	$226K	Hold	3,000	–	–	0.04%	178
2019 Q1	$221K	Hold	3,000	–	–	0.04%	188
2018 Q4	$201K	Hold	3,000	–	–	0.03%	212
2018 Q3	$201K	Hold	3,000	–	–	0.03%	211
2018 Q2	$198K	Hold	3,000	–	–	0.03%	218
2018 Q1	$191K	Hold	3,000	–	–	0.03%	219
2017 Q4	$199K	Hold	3,000	–	–	0.03%	223
2017 Q3	$199K	Buy	+3,000	New	+$202K	0.03%	210

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Washington Trust Bank's IDU Position: Q2 2026 in Review

Washington Trust Bank sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 1,729 shares — an estimated $201K sold.

Washington Trust Bank first reported a position in IDU in Q3 2017 and held it in 31 quarters. The position peaked at $273K in Q3 2025. 290 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Washington Trust Bank reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Washington Trust Bank sold 1,729 iShares US Utilities ETF shares in Q2 2026, an estimated $201K.
Washington Trust Bank first reported a position in iShares US Utilities ETF in Q3 2017 and held it in 31 quarters.
Washington Trust Bank's iShares US Utilities ETF position peaked at $273K in Q3 2025.
290 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.