LNWWM
Laird Norton Wetherby Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+12,208
| New | +$1.12M | 0.05% | 329 |
|
|
2024
Q4 | $1.08M | Hold |
12,179
| – | – | 0.05% | 323 |
|
|
2024
Q3 | $1.07M | Buy |
12,179
+1
| +0% | +$88 | 0.05% | 336 |
|
|
2024
Q2 | $987K | Buy |
12,178
+1,171
| +11% | +$94.9K | 0.05% | 352 |
|
|
2024
Q1 | $926K | Sell |
11,007
-61
| -0.6% | -$5.13K | 0.04% | 377 |
|
|
2023
Q4 | $860K | Sell |
11,068
-34,450
| -76% | -$2.68M | 0.04% | 390 |
|
|
2023
Q3 | $3.15M | Sell |
45,518
-3
| -0% | -$208 | 0.18% | 109 |
|
|
2023
Q2 | $3.32M | Buy |
45,521
+3
| +0% | +$219 | 0.18% | 108 |
|
|
2023
Q1 | $3.18M | Sell |
45,518
-1,761
| -4% | -$123K | 0.19% | 110 |
|
|
2022
Q4 | $3.19M | Hold |
47,279
| – | – | 0.2% | 101 |
|
|
2022
Q3 | $2.94M | Sell |
47,279
-2
| -0% | -$124 | 0.21% | 95 |
|
|
2022
Q2 | $3.06M | Buy |
47,281
+1,310
| +3% | +$84.7K | 0.21% | 91 |
|
|
2022
Q1 | $3.59M | Buy |
45,971
+1,115
| +2% | +$87K | 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% | +$2.65M | 0.22% | 85 |
|
|
2021
Q1 | $842K | Sell |
11,388
-36,093
| -76% | -$2.67M | 0.06% | 301 |
|
|
2020
Q4 | $3.26M | Buy |
47,481
+41,256
| +663% | +$2.83M | 0.22% | 82 |
|
|
2020
Q3 | $357K | Buy |
6,225
+583
| +10% | +$33.4K | 0.03% | 472 |
|
|
2020
Q2 | $302K | Buy |
+5,642
| New | +$302K | 0.03% | 507 |
|
|
2015
Q3 | – | Sell |
-160
| Closed | -$27K | – | 470 |
|
|
2015
Q2 | $27K | Buy |
+160
| New | +$27K | 0.01% | 486 |
|