Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.32M | Sell |
36,888
-8,564
| -19% | -$954K | 0.18% | 99 |
|
|
2025
Q2 | $4.82M | Buy |
+45,452
| New | +$4.35M | 0.21% | 76 |
|
|
2024
Q4 | $4.85M | Buy |
48,292
+48
| +0.1% | +$4.72K | 0.23% | 64 |
|
|
2024
Q3 | $4.53M | Sell |
48,244
-800
| -2% | -$72.5K | 0.21% | 82 |
|
|
2024
Q2 | $4.47M | Sell |
49,044
-6,320
| -11% | -$540K | 0.21% | 75 |
|
|
2024
Q1 | $4.66M | Sell |
55,364
-104
| -0.2% | -$8.38K | 0.22% | 76 |
|
|
2023
Q4 | $4.2M | Sell |
55,468
-760
| -1% | -$53.7K | 0.22% | 79 |
|
|
2023
Q3 | $3.74M | Sell |
56,228
-3,788
| -6% | -$262K | 0.21% | 84 |
|
|
2023
Q2 | $4.13M | Hold |
60,016
| – | – | 0.22% | 80 |
|
|
2023
Q1 | $3.67M | Sell |
60,016
-4,916
| -8% | -$283K | 0.21% | 89 |
|
|
2022
Q4 | $3.48M | Sell |
64,932
-4,476
| -6% | -$246K | 0.22% | 90 |
|
|
2022
Q3 | $3.65M | Buy |
69,408
+1,692
| +2% | +$99.5K | 0.26% | 66 |
|
|
2022
Q2 | $3.7M | Sell |
67,716
-304
| -0.4% | -$18.3K | 0.25% | 72 |
|
|
2022
Q1 | $4.72M | Sell |
68,020
-6,568
| -9% | -$448K | 0.27% | 60 |
|
|
2021
Q4 | $5.7M | Sell |
74,588
-164
| -0.2% | -$12.2K | 0.32% | 55 |
|
|
2021
Q3 | $5.12M | Sell |
74,752
-2,564
| -3% | -$181K | 0.32% | 54 |
|
|
2021
Q2 | $5.25M | Buy |
77,316
+23,120
| +43% | +$1.49M | 0.32% | 52 |
|
|
2021
Q1 | $3.29M | Sell |
54,196
-27,332
| -34% | -$1.66M | 0.25% | 75 |
|
|
2020
Q4 | $4.91M | Buy |
81,528
+25,332
| +45% | +$1.44M | 0.34% | 54 |
|
|
2020
Q3 | $3.05M | Sell |
56,196
-980
| -2% | -$51.6K | 0.27% | 73 |
|
|
2020
Q2 | $2.74M | Buy |
57,176
+24,840
| +77% | +$1.09M | 0.26% | 81 |
|
|
2020
Q1 | $1.22M | Buy |
32,336
+2,160
| +7% | +$93.1K | 0.14% | 149 |
|
|
2019
Q4 | $1.33M | Hold |
30,176
| – | – | 0.13% | 172 |
|
|
2019
Q3 | $1.2M | Sell |
30,176
-9,624
| -24% | -$386K | 0.13% | 179 |
|
|
2019
Q2 | $1.57M | Sell |
39,800
-1,320
| -3% | -$51.1K | 0.17% | 140 |
|
|
2019
Q1 | $1.56M | Buy |
41,120
+32
| +0.1% | +$1.15K | 0.19% | 118 |
|
|
2018
Q4 | $1.34M | Sell |
41,088
-1,868
| -4% | -$65.9K | 0.19% | 120 |
|
|
2018
Q3 | $1.68M | Buy |
42,956
+1,372
| +3% | +$52K | 0.21% | 106 |
|
|
2018
Q2 | $1.5M | Sell |
41,584
-544
| -1% | -$19.2K | 0.2% | 108 |
|
|
2018
Q1 | $1.43M | Buy |
42,128
+720
| +2% | +$25.2K | 0.2% | 108 |
|
|
2017
Q4 | $1.39M | Buy |
41,408
+52
| +0.1% | +$1.7K | 0.19% | 113 |
|
|
2017
Q3 | $1.29M | Sell |
41,356
-2,364
| -5% | -$72.3K | 0.19% | 112 |
|
|
2017
Q2 | $1.3M | Buy |
43,720
+1,752
| +4% | +$51.4K | 0.22% | 98 |
|
|
2017
Q1 | $1.19M | Sell |
41,968
-296
| -0.7% | -$8.21K | 0.21% | 103 |
|
|
2016
Q4 | $1.11M | Sell |
42,264
-3,408
| -7% | -$88.5K | 0.22% | 97 |
|
|
2016
Q3 | $1.19M | Buy |
45,672
+34,300
| +302% | +$892K | 0.24% | 90 |
|
|
2016
Q2 | $285K | Hold |
11,372
| – | – | 0.06% | 363 |
|
|
2016
Q1 | $284K | Sell |
11,372
-17,000
| -60% | -$402K | 0.07% | 343 |
|
|
2015
Q4 | $706K | Buy |
28,372
+17,000
| +149% | +$424K | 0.17% | 134 |
|
|
2015
Q3 | $264K | Hold |
11,372
| – | – | 0.07% | 339 |
|
|
2015
Q2 | $281K | Hold |
11,372
| – | – | 0.07% | 340 |
|
|
2015
Q1 | $281K | Hold |
11,372
| – | – | 0.07% | 331 |
|
|
2014
Q4 | $272K | Hold |
11,372
| – | – | 0.07% | 335 |
|
|
2014
Q3 | $261K | Hold |
11,372
| – | – | 0.07% | 329 |
|
|
2014
Q2 | $259K | Buy |
+11,372
| New | +$250K | 0.07% | 336 |
|
Other funds holding IWF
