Washington Trust Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.42M	Sell	12,786 -16	-0.1%	-$3.1K	0.18%	77
2025 Q4	$2.32M	Sell	12,802 -1	-0%	-$180	0.16%	81
2025 Q3	$2.26M	Hold	12,803	–	–	0.17%	76
2025 Q2	$2.02M	Hold	12,803	–	–	0.17%	79
2025 Q1	$1.93M	Hold	12,803	–	–	0.19%	81
2024 Q4	$2.1M	Sell	12,803 -3	-0%	-$512	0.2%	77
2024 Q3	$2.14M	Sell	12,806 -23	-0.2%	-$3.74K	0.2%	72
2024 Q2	$1.95M	Sell	12,829 -25	-0.2%	-$3.82K	0.19%	71
2024 Q1	$2.04M	Buy	12,854 +25	+0.2%	+$3.79K	0.19%	76
2023 Q4	$1.99M	Buy	12,829 +4,067	+46%	+$563K	0.18%	79
2023 Q3	$1.19M	Hold	8,762	–	–	0.12%	88
2023 Q2	$1.23M	Buy	8,762 +2	+0%	+$270	0.13%	85
2023 Q1	$1.2M	Sell	8,760 -25	-0.3%	-$3.62K	0.13%	88
2022 Q4	$1.22M	Hold	8,785	–	–	0.14%	96
2022 Q3	$1.13M	Sell	8,785 -58	-0.7%	-$8.38K	0.14%	98
2022 Q2	$1.2M	Buy	8,843 +17	+0.2%	+$2.53K	0.15%	94
2022 Q1	$1.43M	Buy	8,826 +10	+0.1%	+$1.59K	0.16%	85
2021 Q4	$1.46M	Buy	8,816 +4	+0%	+$667	0.14%	84
2021 Q3	$1.41M	Hold	8,812	–	–	0.16%	78
2021 Q2	$1.46M	Hold	8,812	–	–	0.17%	78
2021 Q1	$1.41M	Hold	8,812	–	–	0.17%	79
2020 Q4	$1.16M	Buy	8,812 +223	+3%	+$26.3K	0.15%	86
2020 Q3	$853K	Hold	8,589	–	–	0.13%	93
2020 Q2	$837K	Hold	8,589	–	–	0.13%	91
2020 Q1	$705K	Sell	8,589 -2	-0%	-$224	0.14%	90
2019 Q4	$1.1M	Hold	8,591	–	–	0.16%	96
2019 Q3	$1.03M	Sell	8,591 -315	-4%	-$37.2K	0.17%	85
2019 Q2	$1.07M	Hold	8,906	–	–	0.17%	84
2019 Q1	$1.07M	Buy	8,906 +15	+0.2%	+$1.79K	0.17%	85
2018 Q4	$956K	Buy	8,891 +55	+0.6%	+$6.62K	0.13%	106
2018 Q3	$1.18M	Sell	8,836 -555	-6%	-$74.7K	0.17%	85
2018 Q2	$1.24M	Sell	9,391 -796	-8%	-$103K	0.17%	89
2018 Q1	$1.24M	Buy	10,187 +1,096	+12%	+$137K	0.18%	85
2017 Q4	$1.14M	Buy	9,091 +155	+2%	+$19.4K	0.17%	91
2017 Q3	$1.11M	Buy	8,936 +95	+1%	+$11.2K	0.18%	84
2017 Q2	$1.05M	Sell	8,841 -7	-0.1%	-$823	0.23%	79
2017 Q1	$1.04M	Sell	8,848 -48	-0.5%	-$5.7K	0.23%	78
2016 Q4	$1.06M	Buy	8,896 +55	+0.6%	+$6.08K	0.24%	76
2016 Q3	$926K	Sell	8,841 -229	-3%	-$23.5K	0.22%	81
2016 Q2	$882K	Buy	9,070 +229	+3%	+$21.8K	0.23%	77
2016 Q1	$824K	Buy	8,841 +95	+1%	+$8.24K	0.21%	82
2015 Q4	$804K	Buy	8,746 +5	+0.1%	+$475	0.18%	98
2015 Q3	$788K	Buy	8,741 +275	+3%	+$26.4K	0.21%	94
2015 Q2	$863K	Hold	8,466	–	–	0.21%	83
2015 Q1	$874K	Hold	8,466	–	–	0.21%	88
2014 Q4	$861K	Hold	8,466	–	–	0.22%	99
2014 Q3	$792K	Hold	8,466	–	–	0.25%	95
2014 Q2	$874K	Hold	8,466	–	–	0.18%	95
2014 Q1	$854K	Buy	+8,466	New	+$834K	0.18%	90

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Washington Trust Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.12% in Q1 2026, selling an estimated $3.1K and leaving 12,786 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #77.

Washington Trust Bank first reported a position in IWN in Q1 2014 and has held it in 49 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Washington Trust Bank held 12,786 shares of iShares Russell 2000 Value ETF worth $2.42M as of Q1 2026.
Washington Trust Bank sold 16 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $3.1K.
iShares Russell 2000 Value ETF made up 0.18% of Washington Trust Bank's portfolio in Q1 2026, its #77 holding.
Washington Trust Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 49 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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