Laird Norton Wetherby Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $987K | Buy |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.19M | Hold |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $3.72M | Hold |
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|
2021
Q3 | $3.51M | Hold |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $842K | Sell |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $27K | Buy |
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