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LNWWM
Laird Norton Wetherby Wealth Management’s
iShares Core S&P US Growth ETF
IUSG
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
IUSG Stock Details
IUSG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$1.25M
Hold
7,605
–
–
0.05%
328
2025
Q2
$1.14M
Buy
+7,605
New
+$1.03M
0.05%
326
2024
Q4
$1.06M
Hold
7,605
–
–
0.05%
325
2024
Q3
$1M
Hold
7,605
–
–
0.05%
361
2024
Q2
$969K
Hold
7,605
–
–
0.05%
362
2024
Q1
$891K
Hold
7,605
–
–
0.04%
390
2023
Q4
$792K
Hold
7,605
–
–
0.04%
409
2023
Q3
$721K
Hold
7,605
–
–
0.04%
413
2023
Q2
$743K
Hold
7,605
–
–
0.04%
415
2023
Q1
$675K
Hold
7,605
–
–
0.04%
432
2022
Q4
$620K
Sell
7,605
-24
-0.3%
-$2.01K
0.04%
453
2022
Q3
$611K
Sell
7,629
-1
-0%
-$90
0.04%
421
2022
Q2
$639K
Buy
7,630
+2,579
+51%
+$236K
0.04%
413
2022
Q1
$534K
Sell
5,051
-1
-0%
-$104
0.03%
504
2021
Q4
$584K
Buy
5,052
+21
+0.4%
+$2.34K
0.03%
465
2021
Q3
$516K
Hold
5,031
–
–
0.03%
498
2021
Q2
$508K
Buy
+5,031
New
+$485K
0.03%
504
2021
Q1
–
Sell
-5,154
Closed
-$457K
–
841
2020
Q4
$457K
Buy
+5,154
New
+$434K
0.03%
490
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1-Year Est. Return
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$377B AUM
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
BTI
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$8.74B AUM
14.62%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
MFG
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$13.5B AUM
19.09%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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