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 Q2	$11.9M	Sell	39,764 -231	-0.6%	-$64.9K	0.23%	71
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 $1.55T 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares Russell 2000 ETF (IWM) stake by 0.58% in Q2 2026, selling an estimated $64.9K and leaving 39,764 shares worth $11.9M. The position accounts for 0.23% of the portfolio, ranked #71.

Laird Norton Wetherby Trust Company first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Laird Norton Wetherby Trust Company held 39,764 shares of iShares Russell 2000 ETF worth $11.9M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 231 iShares Russell 2000 ETF shares in Q2 2026, an estimated $64.9K.
iShares Russell 2000 ETF made up 0.23% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #71 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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