Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
+1,621
| New | +$315K | 0.01% | 704 |
|
|
2024
Q4 | $319K | Buy |
1,721
+381
| +28% | +$70.5K | 0.02% | 685 |
|
|
2024
Q3 | $254K | Hold |
1,340
| – | – | 0.01% | 787 |
|
|
2024
Q2 | $234K | Hold |
1,340
| – | – | 0.01% | 785 |
|
|
2024
Q1 | $240K | Sell |
1,340
-11
| -0.8% | -$1.97K | 0.01% | 810 |
|
|
2023
Q4 | $223K | Sell |
1,351
-4
| -0.3% | -$661 | 0.01% | 820 |
|
|
2023
Q3 | $206K | Sell |
1,355
-60
| -4% | -$9.11K | 0.01% | 812 |
|
|
2023
Q2 | $223K | Buy |
1,415
+33
| +2% | +$5.21K | 0.01% | 807 |
|
|
2023
Q1 | $210K | Sell |
1,382
-103
| -7% | -$15.7K | 0.01% | 806 |
|
|
2022
Q4 | $225K | Buy |
+1,485
| New | +$225K | 0.01% | 762 |
|
|
2022
Q3 | – | Sell |
-1,999
| Closed | -$290K | – | 897 |
|
|
2022
Q2 | $290K | Sell |
1,999
-191
| -9% | -$27.7K | 0.02% | 693 |
|
|
2022
Q1 | $364K | Buy |
2,190
+172
| +9% | +$28.6K | 0.02% | 635 |
|
|
2021
Q4 | $339K | Buy |
2,018
+39
| +2% | +$6.55K | 0.02% | 666 |
|
|
2021
Q3 | $310K | Sell |
1,979
-48
| -2% | -$7.52K | 0.02% | 686 |
|
|
2021
Q2 | $322K | Buy |
+2,027
| New | +$322K | 0.02% | 679 |
|
|
2021
Q1 | – | Sell |
-1,779
| Closed | -$243K | – | 834 |
|
|
2020
Q4 | $243K | Buy |
+1,779
| New | +$243K | 0.02% | 737 |
|
|
2019
Q4 | – | Sell |
-2,342
| Closed | -$300K | – | 708 |
|
|
2019
Q3 | $300K | Hold |
2,342
| – | – | 0.03% | 549 |
|
|
2019
Q2 | $298K | Sell |
2,342
-415
| -15% | -$52.8K | 0.03% | 535 |
|
|
2019
Q1 | $340K | Sell |
2,757
-2,625
| -49% | -$324K | 0.04% | 469 |
|
|
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% | -$2.24K | 0.09% | 263 |
|
|
2017
Q3 | $642K | Hold |
5,420
| – | – | 0.1% | 265 |
|
|
2017
Q2 | $631K | Sell |
5,420
-672
| -11% | -$78.2K | 0.11% | 245 |
|
|
2017
Q1 | $700K | Buy |
6,092
+1,189
| +24% | +$137K | 0.13% | 203 |
|
|
2016
Q4 | $549K | Hold |
4,903
| – | – | 0.11% | 250 |
|
|
2016
Q3 | $518K | Buy |
+4,903
| New | +$518K | 0.1% | 249 |
|