Laird Norton Wetherby Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.5M | Hold |
112,123
| – | – | 0.55% | 23 |
|
|
2025
Q2 | $12.3M | Buy |
+112,123
| New | +$11.1M | 0.55% | 23 |
|
|
2024
Q4 | $11.4M | Hold |
112,123
| – | – | 0.55% | 25 |
|
|
2024
Q3 | $10.7M | Hold |
112,123
| – | – | 0.49% | 29 |
|
|
2024
Q2 | $10.4M | Hold |
112,123
| – | – | 0.49% | 30 |
|
|
2024
Q1 | $9.47M | Sell |
112,123
-4,732
| -4% | -$380K | 0.45% | 34 |
|
|
2023
Q4 | $8.78M | Hold |
116,855
| – | – | 0.46% | 32 |
|
|
2023
Q3 | $8M | Sell |
116,855
-12,685
| -10% | -$898K | 0.45% | 34 |
|
|
2023
Q2 | $9.13M | Hold |
129,540
| – | – | 0.49% | 31 |
|
|
2023
Q1 | $8.28M | Hold |
129,540
| – | – | 0.49% | 30 |
|
|
2022
Q4 | $7.58M | Hold |
129,540
| – | – | 0.49% | 29 |
|
|
2022
Q3 | $7.49M | Sell |
129,540
-16,625
| -11% | -$1.08M | 0.53% | 28 |
|
|
2022
Q2 | $8.82M | Sell |
146,165
-15,220
| -9% | -$1.01M | 0.6% | 22 |
|
|
2022
Q1 | $12.3M | Hold |
161,385
| – | – | 0.71% | 19 |
|
|
2021
Q4 | $13.5M | Sell |
161,385
-1,233
| -0.8% | -$99.3K | 0.76% | 16 |
|
|
2021
Q3 | $12M | Sell |
162,618
-52,200
| -24% | -$3.98M | 0.75% | 17 |
|
|
2021
Q2 | $15.6M | Hold |
214,818
| – | – | 0.96% | 12 |
|
|
2021
Q1 | $14M | Hold |
214,818
| – | – | 1.07% | 11 |
|
|
2020
Q4 | $13.7M | Sell |
214,818
-14,438
| -6% | -$875K | 0.94% | 12 |
|
|
2020
Q3 | $13.2M | Sell |
229,256
-17,200
| -7% | -$974K | 1.18% | 11 |
|
|
2020
Q2 | $12.8M | Hold |
246,456
| – | – | 1.21% | 11 |
|
|
2020
Q1 | $10.2M | Hold |
246,456
| – | – | 1.14% | 11 |
|
|
2019
Q4 | $11.9M | Hold |
246,456
| – | – | 1.18% | 11 |
|
|
2019
Q3 | $11.1M | Hold |
246,456
| – | – | 1.16% | 11 |
|
|
2019
Q2 | $11M | Hold |
246,456
| – | – | 1.21% | 9 |
|
|
2019
Q1 | $10.6M | Hold |
246,456
| – | – | 1.32% | 8 |
|
|
2018
Q4 | $9.28M | Sell |
246,456
-11,536
| -4% | -$467K | 1.31% | 8 |
|
|
2018
Q3 | $11.4M | Hold |
257,992
| – | – | 1.41% | 7 |
|
|
2018
Q2 | $10.5M | Hold |
257,992
| – | – | 1.42% | 8 |
|
|
2018
Q1 | $10M | Hold |
257,992
| – | – | 1.38% | 8 |
|
|
2017
Q4 | $9.85M | Hold |
257,992
| – | – | 1.37% | 7 |
|
|
2017
Q3 | $9.25M | Hold |
257,992
| – | – | 1.38% | 7 |
|
|
2017
Q2 | $8.83M | Buy |
257,992
+1,456
| +0.6% | +$49.3K | 1.5% | 5 |
|
|
2017
Q1 | $8.44M | Hold |
256,536
| – | – | 1.52% | 5 |
|
|
2016
Q4 | $7.81M | Hold |
256,536
| – | – | 1.53% | 6 |
|
|
2016
Q3 | $7.8M | Hold |
256,536
| – | – | 1.58% | 7 |
|
|
2016
Q2 | $7.48M | Hold |
256,536
| – | – | 1.66% | 6 |
|
|
2016
Q1 | $7.43M | Buy |
256,536
+5,836
| +2% | +$161K | 1.75% | 6 |
|
|
2015
Q4 | $7.26M | Buy |
250,700
+916
| +0.4% | +$26.6K | 1.74% | 7 |
|
|
2015
Q3 | $6.73M | Buy |
249,784
+744
| +0.3% | +$21.1K | 1.72% | 6 |
|
|
2015
Q2 | $7.09M | Buy |
249,040
+736
| +0.3% | +$21.3K | 1.7% | 8 |
|
|
2015
Q1 | $7.07M | Buy |
248,304
+856
| +0.3% | +$24.3K | 1.72% | 6 |
|
|
2014
Q4 | $6.9M | Buy |
247,448
+700
| +0.3% | +$19.1K | 1.74% | 7 |
|
|
2014
Q3 | $6.59M | Buy |
246,748
+708
| +0.3% | +$18.9K | 1.84% | 6 |
|
|
2014
Q2 | $6.47M | Buy |
246,040
+644
| +0.3% | +$16.3K | 1.83% | 7 |
|
|
2014
Q1 | $6.13M | Hold |
245,396
| – | – | 1.76% | 7 |
|
|
2013
Q4 | $6.06M | Buy |
245,396
+1,588
| +0.7% | +$37.4K | 1.73% | 7 |
|
|
2013
Q3 | $5.45M | Buy |
243,808
+728
| +0.3% | +$16.1K | 1.7% | 7 |
|
|
2013
Q2 | $5.11M | Buy |
+243,080
| New | +$5.15M | 1.78% | 7 |
|
Other funds holding IVW
