LNWWM
Laird Norton Wetherby Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
+20,749
| New | +$2.27M | 0.1% | 200 |
|
|
2024
Q4 | $2.51M | Sell |
21,771
-649
| -3% | -$74.8K | 0.12% | 162 |
|
|
2024
Q3 | $2.62M | Sell |
22,420
-207
| -0.9% | -$24.2K | 0.12% | 171 |
|
|
2024
Q2 | $2.41M | Sell |
22,627
-200
| -0.9% | -$21.3K | 0.11% | 178 |
|
|
2024
Q1 | $2.52M | Sell |
22,827
-1,025
| -4% | -$113K | 0.12% | 171 |
|
|
2023
Q4 | $2.58M | Buy |
23,852
+7,986
| +50% | +$864K | 0.13% | 150 |
|
|
2023
Q3 | $1.5M | Sell |
15,866
-37
| -0.2% | -$3.49K | 0.08% | 253 |
|
|
2023
Q2 | $1.58M | Sell |
15,903
-4,444
| -22% | -$443K | 0.09% | 248 |
|
|
2023
Q1 | $1.97M | Sell |
20,347
-637
| -3% | -$61.6K | 0.12% | 183 |
|
|
2022
Q4 | $1.99M | Sell |
20,984
-866
| -4% | -$82K | 0.13% | 173 |
|
|
2022
Q3 | $1.91M | Sell |
21,850
-4,799
| -18% | -$418K | 0.13% | 156 |
|
|
2022
Q2 | $2.46M | Buy |
26,649
+6,223
| +30% | +$575K | 0.17% | 118 |
|
|
2022
Q1 | $2.2M | Buy |
20,426
+1,776
| +10% | +$192K | 0.13% | 149 |
|
|
2021
Q4 | $2.14M | Buy |
18,650
+802
| +4% | +$91.8K | 0.12% | 156 |
|
|
2021
Q3 | $1.95M | Sell |
17,848
-118
| -0.7% | -$12.9K | 0.12% | 159 |
|
|
2021
Q2 | $2.03M | Buy |
17,966
+2,795
| +18% | +$316K | 0.12% | 154 |
|
|
2021
Q1 | $1.65M | Buy |
15,171
+330
| +2% | +$35.8K | 0.13% | 165 |
|
|
2020
Q4 | $1.36M | Buy |
14,841
+2,976
| +25% | +$274K | 0.09% | 210 |
|
|
2020
Q3 | $833K | Buy |
11,865
+4,232
| +55% | +$297K | 0.07% | 257 |
|
|
2020
Q2 | $521K | Buy |
7,633
+2,105
| +38% | +$144K | 0.05% | 348 |
|
|
2020
Q1 | $310K | Buy |
5,528
+2,998
| +118% | +$168K | 0.03% | 443 |
|
|
2019
Q4 | $212K | Buy |
+2,530
| New | +$212K | 0.02% | 649 |
|
|
2018
Q4 | – | Sell |
-2,434
| Closed | -$212K | – | 661 |
|
|
2018
Q3 | $212K | Buy |
+2,434
| New | +$212K | 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 | +$125K | 0.02% | 596 |
|
|
2015
Q3 | – | Sell |
-944
| Closed | -$111K | – | 467 |
|
|
2015
Q2 | $111K | Buy |
+944
| New | +$111K | 0.03% | 461 |
|