LNWWM
Laird Norton Wetherby Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
+11,363
| New | +$4.82M | 0.21% | 76 |
|
|
2024
Q4 | $4.85M | Buy |
12,073
+12
| +0.1% | +$4.82K | 0.23% | 64 |
|
|
2024
Q3 | $4.53M | Sell |
12,061
-200
| -2% | -$75.1K | 0.21% | 82 |
|
|
2024
Q2 | $4.47M | Sell |
12,261
-1,580
| -11% | -$576K | 0.21% | 75 |
|
|
2024
Q1 | $4.66M | Sell |
13,841
-26
| -0.2% | -$8.76K | 0.22% | 76 |
|
|
2023
Q4 | $4.2M | Sell |
13,867
-190
| -1% | -$57.6K | 0.22% | 79 |
|
|
2023
Q3 | $3.74M | Sell |
14,057
-947
| -6% | -$252K | 0.21% | 84 |
|
|
2023
Q2 | $4.13M | Hold |
15,004
| – | – | 0.22% | 80 |
|
|
2023
Q1 | $3.67M | Sell |
15,004
-1,229
| -8% | -$300K | 0.21% | 89 |
|
|
2022
Q4 | $3.48M | Sell |
16,233
-1,119
| -6% | -$240K | 0.22% | 90 |
|
|
2022
Q3 | $3.65M | Buy |
17,352
+423
| +2% | +$89K | 0.26% | 66 |
|
|
2022
Q2 | $3.7M | Sell |
16,929
-76
| -0.4% | -$16.6K | 0.25% | 72 |
|
|
2022
Q1 | $4.72M | Sell |
17,005
-1,642
| -9% | -$456K | 0.27% | 60 |
|
|
2021
Q4 | $5.7M | Sell |
18,647
-41
| -0.2% | -$12.5K | 0.32% | 55 |
|
|
2021
Q3 | $5.12M | Sell |
18,688
-641
| -3% | -$176K | 0.32% | 54 |
|
|
2021
Q2 | $5.25M | Buy |
19,329
+5,780
| +43% | +$1.57M | 0.32% | 52 |
|
|
2021
Q1 | $3.29M | Sell |
13,549
-6,833
| -34% | -$1.66M | 0.25% | 75 |
|
|
2020
Q4 | $4.91M | Buy |
20,382
+6,333
| +45% | +$1.53M | 0.33% | 54 |
|
|
2020
Q3 | $3.05M | Sell |
14,049
-245
| -2% | -$53.1K | 0.27% | 73 |
|
|
2020
Q2 | $2.74M | Buy |
14,294
+6,210
| +77% | +$1.19M | 0.26% | 81 |
|
|
2020
Q1 | $1.22M | Buy |
8,084
+540
| +7% | +$81.4K | 0.14% | 148 |
|
|
2019
Q4 | $1.33M | Hold |
7,544
| – | – | 0.13% | 172 |
|
|
2019
Q3 | $1.2M | Sell |
7,544
-2,406
| -24% | -$384K | 0.13% | 179 |
|
|
2019
Q2 | $1.57M | Sell |
9,950
-330
| -3% | -$51.9K | 0.17% | 140 |
|
|
2019
Q1 | $1.56M | Buy |
10,280
+8
| +0.1% | +$1.21K | 0.19% | 118 |
|
|
2018
Q4 | $1.35M | Sell |
10,272
-467
| -4% | -$61.1K | 0.19% | 120 |
|
|
2018
Q3 | $1.68M | Buy |
10,739
+343
| +3% | +$53.5K | 0.21% | 106 |
|
|
2018
Q2 | $1.5M | Sell |
10,396
-136
| -1% | -$19.6K | 0.2% | 108 |
|
|
2018
Q1 | $1.43M | Buy |
10,532
+180
| +2% | +$24.5K | 0.2% | 108 |
|
|
2017
Q4 | $1.39M | Buy |
10,352
+13
| +0.1% | +$1.75K | 0.19% | 113 |
|
|
2017
Q3 | $1.29M | Sell |
10,339
-591
| -5% | -$73.9K | 0.19% | 112 |
|
|
2017
Q2 | $1.3M | Buy |
10,930
+438
| +4% | +$52.1K | 0.22% | 98 |
|
|
2017
Q1 | $1.19M | Sell |
10,492
-74
| -0.7% | -$8.42K | 0.21% | 103 |
|
|
2016
Q4 | $1.11M | Sell |
10,566
-852
| -7% | -$89.3K | 0.22% | 97 |
|
|
2016
Q3 | $1.19M | Buy |
11,418
+8,575
| +302% | +$893K | 0.24% | 90 |
|
|
2016
Q2 | $285K | Hold |
2,843
| – | – | 0.06% | 363 |
|
|
2016
Q1 | $284K | Sell |
2,843
-4,250
| -60% | -$425K | 0.07% | 343 |
|
|
2015
Q4 | $706K | Buy |
7,093
+4,250
| +149% | +$423K | 0.17% | 134 |
|
|
2015
Q3 | $264K | Hold |
2,843
| – | – | 0.07% | 339 |
|
|
2015
Q2 | $281K | Hold |
2,843
| – | – | 0.07% | 340 |
|
|
2015
Q1 | $281K | Hold |
2,843
| – | – | 0.07% | 331 |
|
|
2014
Q4 | $272K | Hold |
2,843
| – | – | 0.07% | 335 |
|
|
2014
Q3 | $261K | Hold |
2,843
| – | – | 0.07% | 329 |
|
|
2014
Q2 | $259K | Buy |
+2,843
| New | +$259K | 0.07% | 336 |
|