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Laird Norton Wetherby Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.5M Sell
116,034
-809
-0.7% -$321K 0.91% 19
2026
Q1 		$41.7M Sell
116,843
-619
-0.5% -$231K 0.91% 20
2025
Q4 		$43.9M Buy
117,462
+105,509
+883% +$39.1M 0.91% 21
2025
Q3 		$4.37M Sell
11,953
-10,746
-47% -$3.78M 0.75% 29
2025
Q2 		$7.71M Hold
22,699
– – 1.06% 17
2025
Q1 		$6.96M Sell
22,699
-12,117
-35% -$3.92M 1.12% 15
2024
Q4 		$11.2M Sell
34,816
-4,061
-10% -$1.32M 1.53% 9
2024
Q3 		$12.2M Sell
38,877
-1,500
-4% -$454K 1.6% 10
2024
Q2 		$12M Sell
40,377
-1,615
-4% -$464K 1.69% 9
2024
Q1 		$12.1M Sell
41,992
-7,213
-15% -$1.98M 1.64% 10
2023
Q4 		$12.9M Sell
49,205
-21,819
-31% -$5.34M 1.53% 12
2023
Q3 		$16.8M Sell
71,024
-5,090
-7% -$1.25M 2.16% 8
2023
Q2 		$18.6M Sell
76,114
-2,825
-4% -$651K 2.18% 7
2023
Q1 		$17.8M Sell
78,939
-645
-0.8% -$142K 2.22% 8
2022
Q4 		$16.8M Sell
79,584
-150
-0.2% -$31.8K 2.38% 7
2022
Q3 		$15.7M Hold
79,734
– – 3.58% 6
2022
Q2 		$16.6M Sell
79,734
-117,657
-60% -$26.6M 2.1% 10
2022
Q1 		$49.4M Sell
197,391
-4,040
-2% -$997K 4.5% 5
2021
Q4 		$53.3M Buy
201,431
+981
+0.5% +$253K 4.98% 4
2021
Q3 		$48.5M Buy
200,450
+94
+0% +$23.4K 4.95% 4
2021
Q2 		$48.5M Sell
200,356
-46,007
-19% -$10.8M 5.06% 4
2021
Q1 		$52.4M Sell
246,363
-336
-0.1% -$73.6K 5.77% 4
2020
Q4 		$52.3M Buy
+246,699
New +$49.2M 5.87% 4

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares Russell 1000 ETF (IWB) stake by 0.69% in Q2 2026, selling an estimated $321K and leaving 116,034 shares worth $47.5M. The position accounts for 0.91% of the portfolio, ranked #19.

Laird Norton Wetherby Trust Company first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. The position peaked at $53.3M in Q4 2021. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 116,034 shares of iShares Russell 1000 ETF worth $47.5M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 809 iShares Russell 1000 ETF shares in Q2 2026, an estimated $321K.
  • iShares Russell 1000 ETF made up 0.91% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #19 holding.
  • Laird Norton Wetherby Trust Company first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Laird Norton Wetherby Trust Company's iShares Russell 1000 ETF position peaked at $53.3M in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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