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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
2020
Q1 		– Sell
-500
Closed -$83K – 717
2019
Q4 		$83K Buy
+500
New +$79K 0.01% 692
2019
Q2 		– Sell
-500
Closed -$77K – 690
2019
Q1 		$77K Buy
+500
New +$75.1K 0.01% 659

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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. 2,430 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.
  • 2,430 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.