Laird Norton Wetherby Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Buy	21,572 +15	+0.1%	+$10.9K	0.31%	54
2026 Q1	$14.1M	Buy	21,557 +790	+4%	+$539K	0.31%	55
2025 Q4	$14.2M	Buy	+20,767	New	+$14.1M	0.3%	54
2023 Q4	–	Sell	-13,507	Closed	-$5.83M	–	123
2023 Q3	$5.83M	Buy	13,507 +1,443	+12%	+$645K	0.75%	18
2023 Q2	$5.38M	Sell	12,064 -84	-0.7%	-$35.4K	0.63%	20
2023 Q1	$4.99M	Sell	12,148 -107	-0.9%	-$42.9K	0.62%	20
2022 Q4	$4.71M	Buy	12,255 +108	+0.9%	+$41.7K	0.67%	18
2022 Q3	$4.36M	Hold	12,147	–	–	0.99%	16
2022 Q2	$4.61M	Buy	12,147 +201	+2%	+$82.7K	0.58%	21
2022 Q1	$5.42M	Sell	11,946 -113	-0.9%	-$50.5K	0.49%	23
2021 Q4	$5.75M	Buy	12,059 +2,732	+29%	+$1.26M	0.54%	19
2021 Q3	$4.02M	Buy	9,327 +4	+0%	+$1.77K	0.41%	26
2021 Q2	$4.01M	Buy	9,323 +1,859	+25%	+$779K	0.42%	24
2021 Q1	$2.8M	Sell	7,464 -583	-7%	-$226K	0.31%	31
2020 Q4	$3.02M	Buy	+8,047	New	+$2.86M	0.34%	29

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laird Norton Wetherby Trust Company's IVV Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, buying an estimated $10.9K and bringing the position to 21,572 shares worth $16.2M. The position accounts for 0.31% of the portfolio, ranked #54.

Laird Norton Wetherby Trust Company first reported a position in IVV in Q4 2020 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Laird Norton Wetherby Trust Company held 21,572 shares of iShares Core S&P 500 ETF worth $16.2M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
iShares Core S&P 500 ETF made up 0.31% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #54 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 15 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.