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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.9M	Sell	275,850 -52	-0%	-$6.87K	0.73%	27
2026 Q1	$31.2M	Sell	275,902 -32	-0%	-$3.85K	0.68%	25
2025 Q4	$34M	Buy	275,934 +112,287	+69%	+$13.7M	0.71%	22
2025 Q3	$19.8M	Hold	163,647	–	–	3.39%	7
2025 Q2	$18M	Sell	163,647 -845	-0.5%	-$83.6K	2.48%	6
2025 Q1	$15.3M	Hold	164,492	–	–	2.46%	7
2024 Q4	$16.7M	Hold	164,492	–	–	2.28%	8
2024 Q3	$15.8M	Buy	164,492 +129,917	+376%	+$12M	2.06%	9
2024 Q2	$3.2M	Sell	34,575 -129,917	-79%	-$11.2M	0.45%	27
2024 Q1	$13.9M	Sell	164,492 -2,200	-1%	-$177K	1.88%	9
2023 Q4	$12.5M	Buy	166,692 +161,103	+2,883%	+$11.5M	1.48%	13
2023 Q3	$384K	Buy	+5,589	New	+$396K	0.05%	80
2022 Q2	–	Sell	-38,422	Closed	-$2.93M	–	155
2022 Q1	$2.93M	Sell	38,422 -1,850	-5%	-$139K	0.27%	32
2021 Q4	$3.37M	Sell	40,272 -17,937	-31%	-$1.45M	0.32%	29
2021 Q3	$4.3M	Buy	58,209 +4,432	+8%	+$338K	0.44%	25
2021 Q2	$3.91M	Buy	53,777 +1,577	+3%	+$109K	0.41%	25
2021 Q1	$3.33M	Hold	52,200	–	–	0.37%	27
2020 Q4	$3.33M	Buy	+52,200	New	+$3.17M	0.37%	26

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2026, selling an estimated $6.87K and leaving 275,850 shares worth $37.9M. The position accounts for 0.73% of the portfolio, ranked #27.

Laird Norton Wetherby Trust Company first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Laird Norton Wetherby Trust Company held 275,850 shares of iShares S&P 500 Growth ETF worth $37.9M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 52 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.87K.
iShares S&P 500 Growth ETF made up 0.73% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #27 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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