WASHINGTON TRUST BANK IWR ISHARES TR RUSSELL MIDCAP

Ownership history in WASHINGTON TRUST BANK  ·  56 quarters on record

AI Ownership Summary

WASHINGTON TRUST BANK reported ISHARES TR RUSSELL MIDCAP (IWR) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.23% in 2024 Q4. The latest visible filing shows IWR at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASHINGTON TRUST BANK's position in ISHARES TR RUSSELL MIDCAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWR was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WASHINGTON TRUST BANK held IWR — position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 133,741 -664 -0.5% 0.96% $13.0M 2026-05-07 $104.91
2025 Q4 ADDED 134,405 +1,530 +1.2% 0.91% $12.9M 2026-02-04 $99.98
2025 Q3 REDUCED 132,875 -1,500 -1.1% 0.94% $12.8M 2025-10-24 $96.55
2025 Q2 REDUCED 134,375 -8 -0.0% 1.04% $12.4M 2025-08-06 $92.31
2025 Q1 REDUCED 7.6% +8.4% 134,383 -11,056 -7.6% 1.15% $11.4M 2025-04-30 $83.06
2024 Q4 ADDED 145,439 +74 +0.1% 1.23% $12.9M 2025-02-11 $90.50
2024 Q3 REDUCED 145,365 -1,150 -0.8% 1.23% $12.8M 2024-10-31 $86.00
2024 Q2 UNCHANGED 146,515 0% 1.17% $11.9M 2024-07-29 $82.31
2024 Q1 ADDED 146,515 +1,754 +1.2% 1.17% $12.3M 2024-05-14 $80.60
2023 Q4 UNCHANGED 144,761 0% 1.00% $11.3M 2024-02-14 $76.45
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WASHINGTON TRUST BANK and IWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has WASHINGTON TRUST BANK reported owning IWR?

WASHINGTON TRUST BANK reported IWR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWR position in WASHINGTON TRUST BANK's portfolio?

The largest reported portfolio weight for IWR was 1.23% in 2024 Q4.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2026 Q1, when WASHINGTON TRUST BANK reported 133,741 shares, equal to 0.96% of portfolio, with an estimated market value of $13.0M.

What does the chart on this IWR ownership page compare?

The chart compares WASHINGTON TRUST BANK's quarterly IWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WASHINGTON TRUST BANK time their IWR position?

Based on 13F filing dates vs. subsequent IWR price moves, WASHINGTON TRUST BANK correctly timed 12 out of 32 reported position changes (38%). The annualised alpha on IWR relative to SPY over the holding period was -2.4%.

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