Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $598K | Hold |
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|
2018
Q3 | $681K | Hold |
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|
2018
Q2 | $653K | Sell |
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|
2018
Q1 | $648K | Hold |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $642K | Hold |
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|
2017
Q2 | $631K | Sell |
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|
2017
Q1 | $700K | Buy |
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|
2016
Q4 | $549K | Hold |
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|
2016
Q3 | $518K | Buy |
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