Laird Norton Wetherby Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.51M | Buy |
|
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $980K | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $803K | Sell |
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|
2020
Q2 | $791K | Buy |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $792K | Sell |
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|
2019
Q3 | $869K | Hold |
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|
2019
Q2 | $858K | Sell |
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|
2019
Q1 | $916K | Buy |
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|
2018
Q4 | $810K | Sell |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $922K | Buy |
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|
2018
Q1 | $404K | Hold |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $388K | Hold |
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|
2017
Q2 | $374K | Hold |
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|
2017
Q1 | $364K | Hold |
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|
2016
Q4 | $345K | Buy |
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|
2016
Q3 | $332K | Hold |
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|
2016
Q2 | $321K | Buy |
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