Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

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	0.33%	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q3 2025, selling an estimated $954K and leaving 36,888 shares worth $4.32M. The position accounts for 0.18% of the portfolio, ranked #99.

Laird Norton Wetherby Wealth Management first reported a position in IWF in Q2 2014 and has held it in 45 quarters since. The position peaked at $5.7M in Q4 2021. 2,354 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 36,888 shares of iShares Russell 1000 Growth ETF worth $4.32M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 8,564 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $954K.
iShares Russell 1000 Growth ETF made up 0.18% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #99 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 45 quarters since.
Laird Norton Wetherby Wealth Management's iShares Russell 1000 Growth ETF position peaked at $5.7M in Q4 2021.
2,354 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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