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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	7,509 -69	-0.9%	-$16.1K	0.04%	363
2026 Q1	$1.62M	Sell	7,578 -35	-0.5%	-$7.67K	0.04%	359
2025 Q4	$1.6M	Buy	+7,613	New	+$1.57M	0.03%	382
2022 Q2	–	Sell	-6,528	Closed	-$1.08M	–	156
2022 Q1	$1.08M	Sell	6,528 -589	-8%	-$96.7K	0.1%	63
2021 Q4	$1.2M	Hold	7,117	–	–	0.11%	60
2021 Q3	$1.11M	Buy	7,117 +500	+8%	+$80.2K	0.11%	62
2021 Q2	$1.05M	Hold	6,617	–	–	0.11%	55
2021 Q1	$904K	Hold	6,617	–	–	0.1%	60
2020 Q4	$905K	Buy	+6,617	New	+$849K	0.1%	56

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.91% in Q2 2026, selling an estimated $16.1K and leaving 7,509 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #363.

Laird Norton Wetherby Trust Company first reported a position in IWD in Q4 2020 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Laird Norton Wetherby Trust Company held 7,509 shares of iShares Russell 1000 Value ETF worth $1.82M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 69 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $16.1K.
iShares Russell 1000 Value ETF made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #363 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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