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

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

Other funds holding IUSG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2025 at 7,605 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #328.

Laird Norton Wetherby Wealth Management first reported a position in IUSG in Q4 2020 and has held it in 18 quarters since. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Laird Norton Wetherby Wealth Management held 7,605 shares of iShares Core S&P US Growth ETF worth $1.25M as of Q3 2025.
Laird Norton Wetherby Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2025.
iShares Core S&P US Growth ETF made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #328 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 18 quarters since.
820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

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