LNWWM
Laird Norton Wetherby Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
+7,296
| New | +$4.53M | 0.2% | 85 |
|
|
2024
Q4 | $2.74M | Sell |
4,654
-148
| -3% | -$87.1K | 0.13% | 145 |
|
|
2024
Q3 | $2.77M | Buy |
4,802
+417
| +10% | +$241K | 0.13% | 159 |
|
|
2024
Q2 | $2.4M | Sell |
4,385
-395
| -8% | -$216K | 0.11% | 179 |
|
|
2024
Q1 | $2.51M | Buy |
4,780
+926
| +24% | +$487K | 0.12% | 174 |
|
|
2023
Q4 | $1.84M | Buy |
3,854
+34
| +0.9% | +$16.2K | 0.1% | 227 |
|
|
2023
Q3 | $1.64M | Buy |
3,820
+28
| +0.7% | +$12K | 0.09% | 231 |
|
|
2023
Q2 | $1.69M | Sell |
3,792
-31
| -0.8% | -$13.8K | 0.09% | 231 |
|
|
2023
Q1 | $1.57M | Sell |
3,823
-31
| -0.8% | -$12.7K | 0.09% | 235 |
|
|
2022
Q4 | $1.48M | Buy |
3,854
+1,122
| +41% | +$431K | 0.1% | 236 |
|
|
2022
Q3 | $980K | Sell |
2,732
-787
| -22% | -$282K | 0.07% | 297 |
|
|
2022
Q2 | $1.33M | Buy |
3,519
+726
| +26% | +$275K | 0.09% | 230 |
|
|
2022
Q1 | $1.27M | Buy |
2,793
+1
| +0% | +$454 | 0.07% | 263 |
|
|
2021
Q4 | $1.33M | Buy |
2,792
+12
| +0.4% | +$5.73K | 0.07% | 243 |
|
|
2021
Q3 | $1.2M | Buy |
2,780
+1
| +0% | +$431 | 0.07% | 255 |
|
|
2021
Q2 | $1.2M | Buy |
2,779
+390
| +16% | +$168K | 0.07% | 255 |
|
|
2021
Q1 | $950K | Sell |
2,389
-373
| -14% | -$148K | 0.07% | 268 |
|
|
2020
Q4 | $1.04M | Buy |
2,762
+373
| +16% | +$140K | 0.07% | 260 |
|
|
2020
Q3 | $803K | Sell |
2,389
-164
| -6% | -$55.1K | 0.07% | 268 |
|
|
2020
Q2 | $791K | Buy |
2,553
+939
| +58% | +$291K | 0.08% | 257 |
|
|
2020
Q1 | $417K | Sell |
1,614
-836
| -34% | -$216K | 0.05% | 367 |
|
|
2019
Q4 | $792K | Sell |
2,450
-461
| -16% | -$149K | 0.08% | 270 |
|
|
2019
Q3 | $869K | Hold |
2,911
| – | – | 0.09% | 233 |
|
|
2019
Q2 | $858K | Sell |
2,911
-308
| -10% | -$90.8K | 0.09% | 236 |
|
|
2019
Q1 | $916K | Buy |
3,219
+1
| +0% | +$285 | 0.11% | 202 |
|
|
2018
Q4 | $810K | Sell |
3,218
-543
| -14% | -$137K | 0.11% | 200 |
|
|
2018
Q3 | $1.1M | Buy |
3,761
+386
| +11% | +$113K | 0.14% | 169 |
|
|
2018
Q2 | $922K | Buy |
3,375
+1,851
| +121% | +$506K | 0.12% | 187 |
|
|
2018
Q1 | $404K | Hold |
1,524
| – | – | 0.06% | 408 |
|
|
2017
Q4 | $410K | Sell |
1,524
-11
| -0.7% | -$2.96K | 0.06% | 397 |
|
|
2017
Q3 | $388K | Hold |
1,535
| – | – | 0.06% | 395 |
|
|
2017
Q2 | $374K | Hold |
1,535
| – | – | 0.06% | 374 |
|
|
2017
Q1 | $364K | Hold |
1,535
| – | – | 0.07% | 372 |
|
|
2016
Q4 | $345K | Buy |
1,535
+11
| +0.7% | +$2.47K | 0.07% | 369 |
|
|
2016
Q3 | $332K | Hold |
1,524
| – | – | 0.07% | 354 |
|
|
2016
Q2 | $321K | Buy |
+1,524
| New | +$321K | 0.07% | 329 |
|