Laird Norton Wetherby Trust Company’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5M	Sell	66,920 -3,969	-6%	-$1.64M	0.55%	34
2026 Q1	$26.3M	Sell	70,889 -996	-1%	-$385K	0.57%	29
2025 Q4	$27.8M	Buy	+71,885	New	+$27.6M	0.58%	25
2023 Q4	–	Sell	-66,901	Closed	-$16.5M	–	126
2023 Q3	$16.5M	Sell	66,901 -349	-0.5%	-$89.2K	2.12%	9
2023 Q2	$17.1M	Sell	67,250 -271	-0.4%	-$65.2K	2.01%	8
2023 Q1	$15.9M	Sell	67,521 -1,073	-2%	-$248K	1.99%	9
2022 Q4	$15.1M	Buy	68,594 +5,262	+8%	+$1.17M	2.15%	8
2022 Q3	$13.1M	Sell	63,332 -1,321	-2%	-$304K	2.98%	8
2022 Q2	$14.1M	Sell	64,653 -11,738	-15%	-$2.78M	1.78%	11
2022 Q1	$20M	Sell	76,391 -1,713	-2%	-$443K	1.83%	6
2021 Q4	$21.7M	Sell	78,104 -280	-0.4%	-$75.8K	2.03%	6
2021 Q3	$20M	Sell	78,384 -1,405	-2%	-$368K	2.04%	6
2021 Q2	$20.4M	Sell	79,789 -740	-0.9%	-$184K	2.13%	6
2021 Q1	$18.3M	Sell	80,529 -424	-0.5%	-$98.5K	2.02%	8
2020 Q4	$18.1M	Buy	+80,953	New	+$17M	2.03%	8

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company reduced its iShares Russell 3000 ETF (IWV) stake by 5.6% in Q2 2026, selling an estimated $1.64M and leaving 66,920 shares worth $28.5M. The position accounts for 0.55% of the portfolio, ranked #34.

Laird Norton Wetherby Trust Company first reported a position in IWV in Q4 2020 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Laird Norton Wetherby Trust Company held 66,920 shares of iShares Russell 3000 ETF worth $28.5M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 3,969 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.64M.
iShares Russell 3000 ETF made up 0.55% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #34 holding.
Laird Norton Wetherby Trust Company first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 15 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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