Laird Norton Wetherby Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
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 | 0.18% | 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 | 0.2% | 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
