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Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$379K Buy
1,864
+243
+15% +$48.3K 0.02% 671
2025
Q2 		$315K Buy
+1,621
New +$300K 0.01% 705
2024
Q4 		$319K Buy
1,721
+381
+28% +$73.1K 0.02% 685
2024
Q3 		$254K Hold
1,340
– – 0.01% 787
2024
Q2 		$234K Hold
1,340
– – 0.01% 792
2024
Q1 		$240K Sell
1,340
-11
-0.8% -$1.86K 0.01% 814
2023
Q4 		$223K Sell
1,351
-4
-0.3% -$618 0.01% 823
2023
Q3 		$206K Sell
1,355
-60
-4% -$9.52K 0.01% 814
2023
Q2 		$223K Buy
1,415
+33
+2% +$5.04K 0.01% 812
2023
Q1 		$210K Sell
1,382
-103
-7% -$15.9K 0.01% 808
2022
Q4 		$225K Buy
+1,485
New +$222K 0.01% 764
2022
Q3 		– Sell
-1,999
Closed -$290K – 910
2022
Q2 		$290K Sell
1,999
-191
-9% -$29.9K 0.02% 694
2022
Q1 		$364K Buy
2,190
+172
+9% +$28.2K 0.02% 638
2021
Q4 		$339K Buy
2,018
+39
+2% +$6.39K 0.02% 675
2021
Q3 		$310K Sell
1,979
-48
-2% -$7.7K 0.02% 700
2021
Q2 		$322K Buy
+2,027
New +$321K 0.02% 690
2021
Q1 		– Sell
-1,779
Closed -$243K – 842
2020
Q4 		$243K Buy
+1,779
New +$228K 0.02% 748
2019
Q4 		– Sell
-2,342
Closed -$300K – 711
2019
Q3 		$300K Hold
2,342
– – 0.03% 550
2019
Q2 		$298K Sell
2,342
-415
-15% -$51.9K 0.03% 536
2019
Q1 		$340K Sell
2,757
-2,625
-49% -$315K 0.04% 470
2018
Q4 		$598K Hold
5,382
– – 0.08% 274
2018
Q3 		$681K Hold
5,382
– – 0.08% 271
2018
Q2 		$653K Sell
5,382
-20
-0.4% -$2.43K 0.09% 276
2018
Q1 		$648K Hold
5,402
– – 0.09% 270
2017
Q4 		$672K Sell
5,402
-18
-0.3% -$2.18K 0.09% 263
2017
Q3 		$642K Hold
5,420
– – 0.1% 265
2017
Q2 		$631K Sell
5,420
-672
-11% -$77.3K 0.11% 245
2017
Q1 		$700K Buy
6,092
+1,189
+24% +$136K 0.13% 203
2016
Q4 		$549K Hold
4,903
– – 0.11% 250
2016
Q3 		$518K Buy
+4,903
New +$517K 0.1% 249

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IWD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q3 2025, buying an estimated $48.3K and bringing the position to 1,864 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #671.

Laird Norton Wetherby Wealth Management first reported a position in IWD in Q3 2016 and has held it in 30 quarters since. The position peaked at $700K in Q1 2017. 1,754 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,864 shares of iShares Russell 1000 Value ETF worth $379K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 243 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $48.3K.
  • iShares Russell 1000 Value ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #671 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 30 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares Russell 1000 Value ETF position peaked at $700K in Q1 2017.
  • 1,754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.