Laird Norton Wetherby Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,096	Closed	-$312K	–	718
2019 Q4	$312K	Hold	4,096	–	–	0.03%	528
2019 Q3	$289K	Hold	4,096	–	–	0.03%	559
2019 Q2	$292K	Sell	4,096 -772	-16%	-$53.7K	0.03%	545
2019 Q1	$330K	Sell	4,868 -1,962	-29%	-$126K	0.04%	481
2018 Q4	$388K	Buy	6,830 +10	+0.1%	+$608	0.05%	394
2018 Q3	$462K	Buy	6,820 +776	+13%	+$51.6K	0.06%	386
2018 Q2	$383K	Buy	+6,044	New	+$380K	0.05%	409
2018 Q1	–	Sell	-1,944	Closed	-$117K	–	666
2017 Q4	$117K	Buy	1,944 +8	+0.4%	+$470	0.02%	627
2017 Q3	$110K	Buy	+1,936	New	+$106K	0.02%	604

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IWP Position: Q1 2020 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2020, closing a stake of 4,096 shares — an estimated $312K sold.

Laird Norton Wetherby Wealth Management first reported a position in IWP in Q3 2017 and held it in 9 quarters. The position peaked at $462K in Q3 2018. 624 funds tracked by Wall St. Rank hold IWP as of Q1 2020.

Laird Norton Wetherby Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,096 iShares Russell Mid-Cap Growth ETF shares in Q1 2020, an estimated $312K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 9 quarters.
Laird Norton Wetherby Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $462K in Q3 2018.
624 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.