Laird Norton Wetherby Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.92M	Buy	39,995 +5,219	+15%	+$1.35M	0.22%	72
2025 Q4	$8.56M	Buy	+34,776	New	+$8.55M	0.18%	83
2023 Q4	–	Sell	-8,297	Closed	-$1.47M	–	125
2023 Q3	$1.47M	Buy	8,297 +844	+11%	+$158K	0.19%	32
2023 Q2	$1.4M	Sell	7,453 -272	-4%	-$48.5K	0.16%	35
2023 Q1	$1.38M	Buy	7,725 +917	+13%	+$169K	0.17%	35
2022 Q4	$1.19M	Buy	6,808 +688	+11%	+$122K	0.17%	36
2022 Q3	$1.01M	Sell	6,120 -1,152	-16%	-$210K	0.23%	32
2022 Q2	$1.23M	Sell	7,272 -1,797	-20%	-$331K	0.16%	34
2022 Q1	$1.86M	Sell	9,069 -1,484	-14%	-$303K	0.17%	46
2021 Q4	$2.35M	Buy	10,553 +404	+4%	+$91.3K	0.22%	38
2021 Q3	$2.22M	Buy	10,149 +450	+5%	+$99.8K	0.23%	35
2021 Q2	$2.22M	Sell	9,699 -1,882	-16%	-$423K	0.23%	36
2021 Q1	$2.3M	Buy	11,581 +695	+6%	+$152K	0.25%	35
2020 Q4	$2.13M	Buy	+10,886	New	+$1.9M	0.24%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Laird Norton Wetherby Trust Company's IWM Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, buying an estimated $1.35M and bringing the position to 39,995 shares worth $9.92M. The position accounts for 0.22% of the portfolio, ranked #72.

Laird Norton Wetherby Trust Company first reported a position in IWM in Q4 2020 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Laird Norton Wetherby Trust Company held 39,995 shares of iShares Russell 2000 ETF worth $9.92M as of Q1 2026.
Laird Norton Wetherby Trust Company bought 5,219 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.35M.
iShares Russell 2000 ETF made up 0.22% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #72 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.