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

Laird Norton Wetherby Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Sell	991 -17	-2%	-$5.13K	0.01%	734
2025 Q2	$288K	Buy	+1,008	New	+$265K	0.01%	744
2024 Q4	$804K	Hold	2,794	–	–	0.04%	390
2024 Q3	$793K	Buy	2,794 +30	+1%	+$8.22K	0.04%	417
2024 Q2	$726K	Hold	2,764	–	–	0.03%	427
2024 Q1	$748K	Hold	2,764	–	–	0.04%	429
2023 Q4	$697K	Buy	2,764 +2	+0.1%	+$451	0.04%	440
2023 Q3	$619K	Buy	+2,762	New	+$661K	0.04%	451

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q3 2025, selling an estimated $5.13K and leaving 991 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #734.

Laird Norton Wetherby Wealth Management first reported a position in IWO in Q3 2023 and has held it in 8 quarters since. The position peaked at $804K in Q4 2024. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

Laird Norton Wetherby Wealth Management held 991 shares of iShares Russell 2000 Growth ETF worth $317K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 17 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $5.13K.
iShares Russell 2000 Growth ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #734 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Laird Norton Wetherby Wealth Management's iShares Russell 2000 Growth ETF position peaked at $804K in Q4 2024.
991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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