Laird Norton Wetherby Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.81M | Buy |
24,105
+2,564
| +12% | +$903K | 0.36% | 36 |
|
|
2025
Q2 | $7.31M | Buy |
+21,541
| New | +$6.76M | 0.33% | 47 |
|
|
2024
Q4 | $7.22M | Sell |
22,420
-110
| -0.5% | -$35.6K | 0.35% | 40 |
|
|
2024
Q3 | $7.08M | Sell |
22,530
-131
| -0.6% | -$39.7K | 0.32% | 46 |
|
|
2024
Q2 | $6.74M | Hold |
22,661
| – | – | 0.32% | 48 |
|
|
2024
Q1 | $6.53M | Sell |
22,661
-235
| -1% | -$64.4K | 0.31% | 55 |
|
|
2023
Q4 | $6M | Sell |
22,896
-144
| -0.6% | -$35.3K | 0.31% | 55 |
|
|
2023
Q3 | $5.41M | Buy |
23,040
+13,367
| +138% | +$3.27M | 0.31% | 56 |
|
|
2023
Q2 | $2.36M | Buy |
9,673
+85
| +0.9% | +$19.6K | 0.13% | 157 |
|
|
2023
Q1 | $2.16M | Hold |
9,588
| – | – | 0.13% | 165 |
|
|
2022
Q4 | $2.02M | Sell |
9,588
-994
| -9% | -$210K | 0.13% | 170 |
|
|
2022
Q3 | $2.09M | Buy |
10,582
+105
| +1% | +$23K | 0.15% | 138 |
|
|
2022
Q2 | $2.18M | Buy |
10,477
+1,125
| +12% | +$254K | 0.15% | 129 |
|
|
2022
Q1 | $2.34M | Sell |
9,352
-175
| -2% | -$43.2K | 0.13% | 137 |
|
|
2021
Q4 | $2.52M | Buy |
9,527
+59
| +0.6% | +$15.2K | 0.14% | 132 |
|
|
2021
Q3 | $2.29M | Hold |
9,468
| – | – | 0.14% | 133 |
|
|
2021
Q2 | $2.29M | Sell |
9,468
-508
| -5% | -$120K | 0.14% | 137 |
|
|
2021
Q1 | $2.23M | Sell |
9,976
-125
| -1% | -$27.4K | 0.17% | 117 |
|
|
2020
Q4 | $2.14M | Buy |
10,101
+3,881
| +62% | +$775K | 0.15% | 137 |
|
|
2020
Q3 | $1.16M | Sell |
6,220
-1,004
| -14% | -$185K | 0.1% | 194 |
|
|
2020
Q2 | $1.24M | Sell |
7,224
-158
| -2% | -$25.6K | 0.12% | 169 |
|
|
2020
Q1 | $1.04M | Buy |
7,382
+494
| +7% | +$83.5K | 0.12% | 182 |
|
|
2019
Q4 | $1.23M | Hold |
6,888
| – | – | 0.12% | 181 |
|
|
2019
Q3 | $1.13M | Hold |
6,888
| – | – | 0.12% | 189 |
|
|
2019
Q2 | $1.12M | Hold |
6,888
| – | – | 0.12% | 187 |
|
|
2019
Q1 | $1.08M | Hold |
6,888
| – | – | 0.14% | 167 |
|
|
2018
Q4 | $955K | Sell |
6,888
-185
| -3% | -$27.7K | 0.14% | 172 |
|
|
2018
Q3 | $1.14M | Hold |
7,073
| – | – | 0.14% | 159 |
|
|
2018
Q2 | $1.07M | Hold |
7,073
| – | – | 0.15% | 164 |
|
|
2018
Q1 | $1.04M | Hold |
7,073
| – | – | 0.14% | 169 |
|
|
2017
Q4 | $1.05M | Hold |
7,073
| – | – | 0.15% | 160 |
|
|
2017
Q3 | $989K | Hold |
7,073
| – | – | 0.15% | 163 |
|
|
2017
Q2 | $957K | Hold |
7,073
| – | – | 0.16% | 157 |
|
|
2017
Q1 | $928K | Hold |
7,073
| – | – | 0.17% | 139 |
|
|
2016
Q4 | $880K | Sell |
7,073
-815
| -10% | -$99.1K | 0.17% | 134 |
|
|
2016
Q3 | $950K | Buy |
+7,888
| New | +$948K | 0.19% | 123 |
|
|
2015
Q3 | – | Sell |
-1,004
| Closed | -$117K | – | 469 |
|
|
2015
Q2 | $117K | Buy |
+1,004
| New | +$118K | 0.03% | 458 |
|
Other funds holding IWB
Laird Norton Wetherby Wealth Management's IWB Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q3 2025, buying an estimated $903K and bringing the position to 24,105 shares worth $8.81M. The position accounts for 0.36% of the portfolio, ranked #36.
Laird Norton Wetherby Wealth Management first reported a position in IWB in Q2 2015 and has held it in 37 quarters since. 1,421 funds tracked by Wall St. Rank hold IWB as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 24,105 shares of iShares Russell 1000 ETF worth $8.81M as of Q3 2025.
- Laird Norton Wetherby Wealth Management bought 2,564 iShares Russell 1000 ETF shares in Q3 2025, an estimated $903K.
- iShares Russell 1000 ETF made up 0.36% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #36 holding.
- Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 37 quarters since.
- 1,421 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.