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Laird Norton Wetherby Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.5M Buy
14,461
+860
+6% +$197K 0.14% 137
2025
Q2 		$2.93M Buy
+13,601
New +$2.74M 0.13% 152
2024
Q4 		$3.14M Sell
14,229
-245
-2% -$55.9K 0.15% 116
2024
Q3 		$3.2M Buy
14,474
+5
+0% +$1.07K 0.15% 130
2024
Q2 		$2.94M Sell
14,469
-211
-1% -$42.6K 0.14% 138
2024
Q1 		$3.09M Buy
14,680
+35
+0.2% +$6.98K 0.15% 127
2023
Q4 		$2.94M Sell
14,645
-3,933
-21% -$705K 0.15% 126
2023
Q3 		$3.28M Hold
18,578
– – 0.19% 102
2023
Q2 		$3.48M Buy
18,578
+4,046
+28% +$721K 0.19% 99
2023
Q1 		$2.59M Sell
14,532
-1,071
-7% -$197K 0.15% 135
2022
Q4 		$2.72M Sell
15,603
-65
-0.4% -$11.6K 0.17% 127
2022
Q3 		$2.58M Sell
15,668
-1,055
-6% -$192K 0.18% 106
2022
Q2 		$2.83M Buy
16,723
+2,023
+14% +$373K 0.19% 97
2022
Q1 		$3.02M Sell
14,700
-673
-4% -$137K 0.17% 104
2021
Q4 		$3.42M Buy
15,373
+1,032
+7% +$233K 0.19% 96
2021
Q3 		$3.14M Buy
14,341
+1,950
+16% +$432K 0.19% 101
2021
Q2 		$2.84M Buy
12,391
+1,949
+19% +$438K 0.17% 109
2021
Q1 		$2.31M Sell
10,442
-1,545
-13% -$337K 0.18% 112
2020
Q4 		$2.35M Buy
11,987
+4,840
+68% +$847K 0.16% 123
2020
Q3 		$1.07M Sell
7,147
-304
-4% -$45.7K 0.1% 208
2020
Q2 		$1.07M Buy
7,451
+3,240
+77% +$425K 0.1% 201
2020
Q1 		$482K Sell
4,211
-500
-11% -$74.5K 0.05% 330
2019
Q4 		$780K Sell
4,711
-300
-6% -$47.4K 0.08% 275
2019
Q3 		$758K Buy
5,011
+750
+18% +$115K 0.08% 278
2019
Q2 		$663K Buy
4,261
+5
+0.1% +$771 0.07% 301
2019
Q1 		$652K Buy
4,256
+3
+0.1% +$451 0.08% 285
2018
Q4 		$569K Sell
4,253
-2,805
-40% -$419K 0.08% 290
2018
Q3 		$1.19M Sell
7,058
-276
-4% -$46.6K 0.15% 151
2018
Q2 		$1.2M Buy
7,334
+3,596
+96% +$575K 0.16% 137
2018
Q1 		$568K Buy
3,738
+3
+0.1% +$463 0.08% 313
2017
Q4 		$569K Buy
3,735
+9
+0.2% +$1.35K 0.08% 319
2017
Q3 		$552K Buy
3,726
+6
+0.2% +$844 0.08% 307
2017
Q2 		$524K Hold
3,720
– – 0.09% 291
2017
Q1 		$511K Buy
3,720
+903
+32% +$123K 0.09% 284
2016
Q4 		$380K Buy
2,817
+10
+0.4% +$1.28K 0.07% 341
2016
Q3 		$349K Buy
2,807
+7
+0.3% +$851 0.07% 338
2016
Q2 		$322K Buy
+2,800
New +$316K 0.07% 328
2015
Q3 		– Sell
-1,351
Closed -$169K – 470
2015
Q2 		$169K Buy
+1,351
New +$169K 0.04% 440

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q3 2025, buying an estimated $197K and bringing the position to 14,461 shares worth $3.5M. The position accounts for 0.14% of the portfolio, ranked #137.

Laird Norton Wetherby Wealth Management first reported a position in IWM in Q2 2015 and has held it in 38 quarters since. 2,436 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 14,461 shares of iShares Russell 2000 ETF worth $3.5M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 860 iShares Russell 2000 ETF shares in Q3 2025, an estimated $197K.
  • iShares Russell 2000 ETF made up 0.14% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #137 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 38 quarters since.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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