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Laird Norton Wetherby Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.08M Sell
17,472
-3,277
-16% -$377K 0.08% 220
2025
Q2 		$2.27M Buy
+20,749
New +$2.14M 0.1% 200
2024
Q4 		$2.51M Sell
21,771
-649
-3% -$77.5K 0.12% 162
2024
Q3 		$2.62M Sell
22,420
-207
-0.9% -$23.4K 0.12% 171
2024
Q2 		$2.41M Sell
22,627
-200
-0.9% -$21.4K 0.11% 178
2024
Q1 		$2.52M Sell
22,827
-1,025
-4% -$109K 0.12% 171
2023
Q4 		$2.58M Buy
23,852
+7,986
+50% +$770K 0.13% 150
2023
Q3 		$1.5M Sell
15,866
-37
-0.2% -$3.7K 0.08% 253
2023
Q2 		$1.58M Sell
15,903
-4,444
-22% -$423K 0.09% 248
2023
Q1 		$1.97M Sell
20,347
-637
-3% -$63.7K 0.12% 183
2022
Q4 		$1.99M Sell
20,984
-866
-4% -$83.1K 0.13% 173
2022
Q3 		$1.91M Sell
21,850
-4,799
-18% -$466K 0.13% 156
2022
Q2 		$2.46M Buy
26,649
+6,223
+30% +$619K 0.17% 118
2022
Q1 		$2.2M Buy
20,426
+1,776
+10% +$192K 0.13% 149
2021
Q4 		$2.13M Buy
18,650
+802
+4% +$91.4K 0.12% 157
2021
Q3 		$1.95M Sell
17,848
-118
-0.7% -$13K 0.12% 160
2021
Q2 		$2.03M Buy
17,966
+2,795
+18% +$312K 0.12% 154
2021
Q1 		$1.65M Buy
15,171
+330
+2% +$34.5K 0.13% 165
2020
Q4 		$1.36M Buy
14,841
+2,976
+25% +$244K 0.09% 211
2020
Q3 		$833K Buy
11,865
+4,232
+55% +$303K 0.07% 258
2020
Q2 		$521K Buy
7,633
+2,105
+38% +$133K 0.05% 348
2020
Q1 		$310K Buy
5,528
+2,998
+118% +$223K 0.03% 444
2019
Q4 		$212K Buy
+2,530
New +$204K 0.02% 650
2018
Q4 		– Sell
-2,434
Closed -$212K – 661
2018
Q3 		$212K Buy
+2,434
New +$213K 0.03% 613
2018
Q1 		– Sell
-1,688
Closed -$130K – 661
2017
Q4 		$130K Hold
1,688
– – 0.02% 619
2017
Q3 		$125K Buy
+1,688
New +$118K 0.02% 596
2015
Q3 		– Sell
-1,888
Closed -$111K – 468
2015
Q2 		$111K Buy
+1,888
New +$112K 0.03% 461

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IJR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q3 2025, selling an estimated $377K and leaving 17,472 shares worth $2.08M. The position accounts for 0.08% of the portfolio, ranked #220.

Laird Norton Wetherby Wealth Management first reported a position in IJR in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.62M in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 17,472 shares of iShares Core S&P Small-Cap ETF worth $2.08M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 3,277 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $377K.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #220 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and has held it in 27 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $2.62M in Q3 2024.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.