Laird Norton Wetherby Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84M	Buy	43,860 +3	+0%	+$316	0.09%	167
2026 Q1	$4.26M	Sell	43,857 -1	-0%	-$100	0.09%	170
2025 Q4	$4.22M	Buy	43,858 +14,008	+47%	+$1.35M	0.09%	175
2025 Q3	$2.88M	Hold	29,850	–	–	0.5%	33
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	+$2.51M	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	+$2.12M	0.27%	42
2022 Q2	–	Sell	-6,040	Closed	-$471K	–	158
2022 Q1	$471K	Sell	6,040 -2,234	-27%	-$172K	0.04%	113
2021 Q4	$686K	Sell	8,274 -1,270	-13%	-$104K	0.06%	92
2021 Q3	$746K	Buy	9,544 +2,323	+32%	+$186K	0.08%	78
2021 Q2	$572K	Sell	7,221 -452	-6%	-$35.1K	0.06%	80
2021 Q1	$525K	Hold	7,673	–	–	0.06%	87
2020 Q4	$526K	Buy	+7,673	New	+$489K	0.06%	85

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 IWR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.01% in Q2 2026, buying an estimated $316 and bringing the position to 43,860 shares worth $4.84M. The position accounts for 0.09% of the portfolio, ranked #167.

Laird Norton Wetherby Trust Company first reported a position in IWR in Q4 2020 and has held it in 16 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Laird Norton Wetherby Trust Company held 43,860 shares of iShares Russell Mid-Cap ETF worth $4.84M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 3 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap ETF made up 0.09% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #167 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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