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
