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

Laird Norton Wetherby Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-34
Closed -$4K – 665
2017
Q4 		$4K Hold
34
– – ﹤0.01% 657
2017
Q3 		$4K Buy
+34
New +$4.01K ﹤0.01% 632

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IWN Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2018, closing a stake of 34 shares — an estimated $4K sold.

Laird Norton Wetherby Wealth Management first reported a position in IWN in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 599 funds tracked by Wall St. Rank hold IWN as of Q1 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 34 iShares Russell 2000 Value ETF shares in Q1 2018, an estimated $4K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2017 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's iShares Russell 2000 Value ETF position peaked at $4K in Q4 2017.
  • 599 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.