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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$806K	Sell	2,045 -13	-0.6%	-$4.74K	0.02%	570
2026 Q1	$646K	Sell	2,058 -305	-13%	-$101K	0.01%	610
2025 Q4	$763K	Buy	+2,363	New	+$769K	0.02%	573
2022 Q2	–	Sell	-2,739	Closed	-$700K	–	157
2022 Q1	$700K	Sell	2,739 -44	-2%	-$11.3K	0.06%	86
2021 Q4	$815K	Buy	2,783 +291	+12%	+$87.7K	0.08%	79
2021 Q3	$731K	Hold	2,492	–	–	0.07%	81
2021 Q2	$776K	Sell	2,492 -171	-6%	-$51.4K	0.08%	70
2021 Q1	$763K	Hold	2,663	–	–	0.08%	65
2020 Q4	$764K	Buy	+2,663	New	+$679K	0.09%	62

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.63% in Q2 2026, selling an estimated $4.74K and leaving 2,045 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #570.

Laird Norton Wetherby Trust Company first reported a position in IWO in Q4 2020 and has held it in 9 quarters since. The position peaked at $815K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Laird Norton Wetherby Trust Company held 2,045 shares of iShares Russell 2000 Growth ETF worth $806K as of Q2 2026.
Laird Norton Wetherby Trust Company sold 13 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.74K.
iShares Russell 2000 Growth ETF made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #570 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Laird Norton Wetherby Trust Company's iShares Russell 2000 Growth ETF position peaked at $815K in Q4 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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