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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Hold	12,208	–	–	0.05%	343
2025 Q2	$1.12M	Buy	+12,208	New	+$1.05M	0.05%	329
2024 Q4	$1.08M	Hold	12,179	–	–	0.05%	323
2024 Q3	$1.07M	Buy	12,179 +1	+0%	+$84	0.05%	336
2024 Q2	$987K	Buy	12,178 +1,171	+11%	+$95.3K	0.05%	353
2024 Q1	$926K	Sell	11,007 -61	-0.6%	-$4.83K	0.04%	378
2023 Q4	$860K	Sell	11,068 -34,450	-76%	-$2.45M	0.04%	391
2023 Q3	$3.15M	Sell	45,518 -3	-0%	-$219	0.18%	109
2023 Q2	$3.32M	Buy	45,521 +3	+0%	+$209	0.18%	108
2023 Q1	$3.18M	Sell	45,518 -1,761	-4%	-$124K	0.19%	110
2022 Q4	$3.19M	Hold	47,279	–	–	0.2%	101
2022 Q3	$2.94M	Sell	47,279 -2	-0%	-$138	0.21%	95
2022 Q2	$3.06M	Buy	47,281 +1,310	+3%	+$93.3K	0.21%	91
2022 Q1	$3.59M	Buy	45,971 +1,115	+2%	+$85.8K	0.21%	92
2021 Q4	$3.72M	Hold	44,856	–	–	0.21%	91
2021 Q3	$3.51M	Hold	44,856	–	–	0.22%	86
2021 Q2	$3.56M	Buy	44,856 +33,468	+294%	+$2.6M	0.22%	85
2021 Q1	$842K	Sell	11,388 -36,093	-76%	-$2.61M	0.06%	301
2020 Q4	$3.25M	Buy	47,481 +41,256	+663%	+$2.63M	0.22%	82
2020 Q3	$357K	Buy	6,225 +583	+10%	+$33.2K	0.03%	473
2020 Q2	$302K	Buy	+5,642	New	+$283K	0.03%	507
2015 Q3	–	Sell	-640	Closed	-$27K	–	471
2015 Q2	$27K	Buy	+640	New	+$27.8K	0.01%	486

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 12,208 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #343.

Laird Norton Wetherby Wealth Management first reported a position in IWR in Q2 2015 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2021. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,208 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q3 2025.
Laird Norton Wetherby Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap ETF made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #343 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 22 quarters since.
Laird Norton Wetherby Wealth Management's iShares Russell Mid-Cap ETF position peaked at $3.72M in Q4 2021.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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