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 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Washington Trust Bank's IDU Position: Q1 2026 in Review

Washington Trust Bank reduced its iShares US Utilities ETF (IDU) stake by 30% in Q1 2026, selling an estimated $83.8K and leaving 1,729 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #207.

Washington Trust Bank first reported a position in IDU in Q3 2017 and has held it in 31 quarters since. The position peaked at $273K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Washington Trust Bank held 1,729 shares of iShares US Utilities ETF worth $201K as of Q1 2026.
Washington Trust Bank sold 737 iShares US Utilities ETF shares in Q1 2026, an estimated $83.8K.
iShares US Utilities ETF made up 0.01% of Washington Trust Bank's portfolio in Q1 2026, its #207 holding.
Washington Trust Bank first reported a position in iShares US Utilities ETF in Q3 2017 and has held it in 31 quarters since.
Washington Trust Bank's iShares US Utilities ETF position peaked at $273K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.