LNWWM
Laird Norton Wetherby Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
+47,955
| New | +$2.97M | 0.13% | 148 |
|
|
2024
Q4 | $3.11M | Hold |
49,959
| – | – | 0.15% | 119 |
|
|
2024
Q3 | $3.11M | Sell |
49,959
-3,550
| -7% | -$221K | 0.14% | 137 |
|
|
2024
Q2 | $3.13M | Sell |
53,509
-206
| -0.4% | -$12.1K | 0.15% | 125 |
|
|
2024
Q1 | $3.26M | Buy |
53,715
+42,217
| +367% | +$2.56M | 0.16% | 117 |
|
|
2023
Q4 | $3.19M | Buy |
11,498
+2,515
| +28% | +$697K | 0.17% | 113 |
|
|
2023
Q3 | $2.24M | Sell |
8,983
-51
| -0.6% | -$12.7K | 0.13% | 158 |
|
|
2023
Q2 | $2.36M | Hold |
9,034
| – | – | 0.13% | 156 |
|
|
2023
Q1 | $2.26M | Sell |
9,034
-208
| -2% | -$52K | 0.13% | 157 |
|
|
2022
Q4 | $2.24M | Buy |
9,242
+986
| +12% | +$239K | 0.14% | 153 |
|
|
2022
Q3 | $1.81M | Buy |
8,256
+241
| +3% | +$52.8K | 0.13% | 170 |
|
|
2022
Q2 | $1.81M | Sell |
8,015
-532
| -6% | -$120K | 0.12% | 168 |
|
|
2022
Q1 | $2.29M | Sell |
8,547
-454
| -5% | -$122K | 0.13% | 143 |
|
|
2021
Q4 | $2.55M | Sell |
9,001
-287
| -3% | -$81.2K | 0.14% | 129 |
|
|
2021
Q3 | $2.44M | Buy |
9,288
+750
| +9% | +$197K | 0.15% | 123 |
|
|
2021
Q2 | $2.3M | Buy |
8,538
+3,220
| +61% | +$866K | 0.14% | 136 |
|
|
2021
Q1 | $1.38M | Sell |
5,318
-4,172
| -44% | -$1.09M | 0.11% | 190 |
|
|
2020
Q4 | $2.18M | Buy |
9,490
+4,172
| +78% | +$959K | 0.15% | 130 |
|
|
2020
Q3 | $985K | Buy |
5,318
+1,210
| +29% | +$224K | 0.09% | 224 |
|
|
2020
Q2 | $731K | Buy |
4,108
+2,325
| +130% | +$414K | 0.07% | 273 |
|
|
2020
Q1 | $257K | Hold |
1,783
| – | – | 0.03% | 496 |
|
|
2019
Q4 | $367K | Hold |
1,783
| – | – | 0.04% | 481 |
|
|
2019
Q3 | $345K | Hold |
1,783
| – | – | 0.04% | 503 |
|
|
2019
Q2 | $346K | Hold |
1,783
| – | – | 0.04% | 490 |
|
|
2019
Q1 | $338K | Hold |
1,783
| – | – | 0.04% | 470 |
|
|
2018
Q4 | $296K | Hold |
1,783
| – | – | 0.04% | 470 |
|
|
2018
Q3 | $359K | Hold |
1,783
| – | – | 0.04% | 453 |
|
|
2018
Q2 | $347K | Hold |
1,783
| – | – | 0.05% | 429 |
|
|
2018
Q1 | $334K | Hold |
1,783
| – | – | 0.05% | 450 |
|
|
2017
Q4 | $338K | Hold |
1,783
| – | – | 0.05% | 445 |
|
|
2017
Q3 | $319K | Hold |
1,783
| – | – | 0.05% | 443 |
|
|
2017
Q2 | $310K | Hold |
1,783
| – | – | 0.05% | 424 |
|
|
2017
Q1 | $305K | Buy |
+1,783
| New | +$305K | 0.05% | 421 |
|
|
2015
Q3 | – | Sell |
-738
| Closed | -$111K | – | 466 |
|
|
2015
Q2 | $111K | Buy |
+738
| New | +$111K | 0.03% | 460 |
|
|
2014
Q4 | – | Sell |
-2,527
| Closed | -$346K | – | 460 |
|
|
2014
Q3 | $346K | Hold |
2,527
| – | – | 0.1% | 260 |
|
|
2014
Q2 | $362K | Buy |
2,527
+838
| +50% | +$120K | 0.1% | 252 |
|
|
2014
Q1 | $232K | Sell |
1,689
-554
| -25% | -$76.1K | 0.07% | 354 |
|
|
2013
Q4 | $300K | Sell |
2,243
-567
| -20% | -$75.8K | 0.09% | 286 |
|
|
2013
Q3 | $349K | Hold |
2,810
| – | – | 0.11% | 233 |
|
|
2013
Q2 | $325K | Buy |
+2,810
| New | +$325K | 0.11% | 214 |
|