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Washington Trust’s iShares US Financials ETF IYF Stock Holding History

Washington Trust’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Sell
52,495
-2,091
-4% -$260K 0.21% 98
2026
Q1 		$6.42M Sell
54,586
-1,842
-3% -$229K 0.22% 98
2025
Q4 		$7.28M Sell
56,428
-3,327
-6% -$416K 0.24% 93
2025
Q3 		$7.57M Sell
59,755
-1,757
-3% -$217K 0.25% 93
2025
Q2 		$7.44M Sell
61,512
-19,095
-24% -$2.15M 0.26% 92
2025
Q1 		$9.1M Sell
80,607
-159,139
-66% -$18.2M 0.35% 83
2024
Q4 		$26.5M Sell
239,746
-6,323
-3% -$704K 0.95% 24
2024
Q3 		$25.6M Sell
246,069
-2,081
-0.8% -$209K 0.9% 25
2024
Q2 		$23.5M Sell
248,150
-8,649
-3% -$810K 0.86% 26
2024
Q1 		$24.6M Buy
256,799
+3,605
+1% +$321K 0.9% 23
2023
Q4 		$21.6M Sell
253,194
-9,403
-4% -$733K 0.86% 25
2023
Q3 		$19.6M Sell
262,597
-11,864
-4% -$914K 0.86% 28
2023
Q2 		$20.5M Buy
274,461
+212,374
+342% +$15.3M 0.86% 30
2023
Q1 		$4.42M Buy
62,087
+60,855
+4,940% +$4.68M 0.2% 97
2022
Q4 		$93K Hold
1,232
– – ﹤0.01% 318
2022
Q3 		$83K Hold
1,232
– – ﹤0.01% 322
2022
Q2 		$86K Hold
1,232
– – ﹤0.01% 330
2022
Q1 		$104K Hold
1,232
– – ﹤0.01% 329
2021
Q4 		$107K Hold
1,232
– – ﹤0.01% 327
2021
Q3 		$102K Hold
1,232
– – ﹤0.01% 399
2021
Q2 		$100K Hold
1,232
– – ﹤0.01% 408
2021
Q1 		$92K Hold
1,232
– – ﹤0.01% 403
2020
Q4 		$82K Hold
1,232
– – ﹤0.01% 405
2020
Q3 		$70K Hold
1,232
– – ﹤0.01% 389
2020
Q2 		$67K Hold
1,232
– – ﹤0.01% 348
2020
Q1 		$60K Buy
+1,232
New +$78K ﹤0.01% 367
2018
Q3 		– Sell
-1,232
Closed -$72K – 521
2018
Q2 		$72K Buy
+1,232
New +$73.3K ﹤0.01% 362

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Washington Trust's IYF Position: Q2 2026 in Review

Washington Trust reduced its iShares US Financials ETF (IYF) stake by 3.8% in Q2 2026, selling an estimated $260K and leaving 52,495 shares worth $6.69M. The position accounts for 0.21% of the portfolio, ranked #98.

Washington Trust first reported a position in IYF in Q2 2018 and has held it in 27 quarters since. The position peaked at $26.5M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Washington Trust held 52,495 shares of iShares US Financials ETF worth $6.69M as of Q2 2026.
  • Washington Trust sold 2,091 iShares US Financials ETF shares in Q2 2026, an estimated $260K.
  • iShares US Financials ETF made up 0.21% of Washington Trust's portfolio in Q2 2026, its #98 holding.
  • Washington Trust first reported a position in iShares US Financials ETF in Q2 2018 and has held it in 27 quarters since.
  • Washington Trust's iShares US Financials ETF position peaked at $26.5M in Q4 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.