Laird Norton Wetherby Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Hold |
22,699
| – | – | 1.06% | 17 |
|
|
2025
Q1 | $6.96M | Sell |
22,699
-12,117
| -35% | -$3.72M | 1.12% | 15 |
|
|
2024
Q4 | $11.2M | Sell |
34,816
-4,061
| -10% | -$1.31M | 1.53% | 9 |
|
|
2024
Q3 | $12.2M | Sell |
38,877
-1,500
| -4% | -$472K | 1.6% | 10 |
|
|
2024
Q2 | $12M | Sell |
40,377
-1,615
| -4% | -$481K | 1.69% | 9 |
|
|
2024
Q1 | $12.1M | Sell |
41,992
-7,213
| -15% | -$2.08M | 1.64% | 10 |
|
|
2023
Q4 | $12.9M | Sell |
49,205
-21,819
| -31% | -$5.72M | 1.53% | 12 |
|
|
2023
Q3 | $16.8M | Sell |
71,024
-5,090
| -7% | -$1.2M | 2.16% | 8 |
|
|
2023
Q2 | $18.6M | Sell |
76,114
-2,825
| -4% | -$689K | 2.18% | 7 |
|
|
2023
Q1 | $17.8M | Sell |
78,939
-645
| -0.8% | -$145K | 2.22% | 8 |
|
|
2022
Q4 | $16.8M | Sell |
79,584
-150
| -0.2% | -$31.6K | 2.38% | 7 |
|
|
2022
Q3 | $15.7M | Hold |
79,734
| – | – | 3.58% | 6 |
|
|
2022
Q2 | $16.6M | Sell |
79,734
-117,657
| -60% | -$24.4M | 2.1% | 10 |
|
|
2022
Q1 | $49.4M | Sell |
197,391
-4,040
| -2% | -$1.01M | 4.5% | 5 |
|
|
2021
Q4 | $53.3M | Buy |
201,431
+981
| +0.5% | +$259K | 4.98% | 4 |
|
|
2021
Q3 | $48.5M | Buy |
200,450
+94
| +0% | +$22.7K | 4.95% | 4 |
|
|
2021
Q2 | $48.5M | Sell |
200,356
-46,007
| -19% | -$11.1M | 5.06% | 4 |
|
|
2021
Q1 | $52.4M | Sell |
246,363
-336
| -0.1% | -$71.4K | 5.77% | 4 |
|
|
2020
Q4 | $52.3M | Buy |
+246,699
| New | +$52.3M | 5.87% | 4 |
|