LNWTC
Laird Norton Wetherby Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Hold |
29,850
| – | – | 0.38% | 32 |
|
|
2025
Q1 | $2.54M | Hold |
29,850
| – | – | 0.41% | 31 |
|
|
2024
Q4 | $2.64M | Hold |
29,850
| – | – | 0.36% | 33 |
|
|
2024
Q3 | $2.63M | Buy |
+29,850
| New | +$2.63M | 0.34% | 34 |
|
|
2024
Q2 | – | Sell |
-29,850
| Closed | -$2.51M | – | 77 |
|
|
2024
Q1 | $2.51M | Hold |
29,850
| – | – | 0.34% | 39 |
|
|
2023
Q4 | $2.32M | Buy |
+29,850
| New | +$2.32M | 0.27% | 42 |
|
|
2022
Q2 | – | Sell |
-6,040
| Closed | -$471K | – | 158 |
|
|
2022
Q1 | $471K | Sell |
6,040
-2,234
| -27% | -$174K | 0.04% | 113 |
|
|
2021
Q4 | $686K | Sell |
8,274
-1,270
| -13% | -$105K | 0.06% | 92 |
|
|
2021
Q3 | $746K | Buy |
9,544
+2,323
| +32% | +$182K | 0.08% | 78 |
|
|
2021
Q2 | $572K | Sell |
7,221
-452
| -6% | -$35.8K | 0.06% | 80 |
|
|
2021
Q1 | $525K | Hold |
7,673
| – | – | 0.06% | 87 |
|
|
2020
Q4 | $526K | Buy |
+7,673
| New | +$526K | 0.06% | 85 |
|