Laird Norton Wetherby Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.48M	Sell	19,729 -1,303	-6%	-$475K	0.31%	44
2025 Q2	$7.38M	Buy	+21,032	New	+$6.83M	0.33%	46
2024 Q4	$7.03M	Sell	21,020 -153	-0.7%	-$51.5K	0.34%	42
2024 Q3	$6.92M	Sell	21,173 -284	-1%	-$89.4K	0.32%	48
2024 Q2	$6.62M	Sell	21,457 -994	-4%	-$297K	0.31%	51
2024 Q1	$6.74M	Buy	22,451 +5	+0%	+$1.43K	0.32%	52
2023 Q4	$6.14M	Buy	22,446 +16	+0.1%	+$4.08K	0.32%	53
2023 Q3	$5.5M	Hold	22,430	–	–	0.31%	53
2023 Q2	$5.71M	Buy	22,430 +6	+0%	+$1.44K	0.31%	54
2023 Q1	$5.28M	Sell	22,424 -493	-2%	-$114K	0.31%	56
2022 Q4	$5.06M	Sell	22,917 -20	-0.1%	-$4.44K	0.32%	56
2022 Q3	$4.75M	Sell	22,937 -397	-2%	-$91.3K	0.33%	53
2022 Q2	$5.07M	Sell	23,334 -1,136	-5%	-$269K	0.35%	46
2022 Q1	$6.42M	Sell	24,470 -84	-0.3%	-$21.7K	0.37%	42
2021 Q4	$6.81M	Buy	24,554 +8	+0%	+$2.17K	0.38%	40
2021 Q3	$6.26M	Buy	24,546 +230	+0.9%	+$60.2K	0.39%	40
2021 Q2	$6.22M	Buy	24,316 +11,065	+84%	+$2.76M	0.38%	41
2021 Q1	$3.14M	Sell	13,251 -11,056	-45%	-$2.57M	0.24%	82
2020 Q4	$5.43M	Buy	24,307 +11,065	+84%	+$2.32M	0.37%	46
2020 Q3	$2.59M	Sell	13,242 -29	-0.2%	-$5.61K	0.23%	88
2020 Q2	$2.39M	Buy	13,271 +11	+0.1%	+$1.86K	0.23%	90
2020 Q1	$1.97M	Hold	13,260	–	–	0.22%	96
2019 Q4	$2.5M	Sell	13,260 -150	-1%	-$27K	0.25%	91
2019 Q3	$2.33M	Hold	13,410	–	–	0.24%	92
2019 Q2	$2.31M	Sell	13,410 -771	-5%	-$131K	0.25%	87
2019 Q1	$2.36M	Sell	14,181 -37	-0.3%	-$5.94K	0.29%	76
2018 Q4	$2.09M	Sell	14,218 -1,163	-8%	-$185K	0.3%	73
2018 Q3	$2.65M	Buy	15,381 +410	+3%	+$69.5K	0.33%	68
2018 Q2	$2.43M	Buy	14,971 +181	+1%	+$29.1K	0.33%	69
2018 Q1	$2.31M	Buy	14,790 +618	+4%	+$99.8K	0.32%	71
2017 Q4	$2.24M	Buy	14,172 +133	+0.9%	+$20.5K	0.31%	69
2017 Q3	$2.1M	Sell	14,039 -240	-2%	-$35K	0.31%	69
2017 Q2	$2.06M	Buy	14,279 +117	+0.8%	+$16.6K	0.35%	56
2017 Q1	$1.98M	Buy	14,162 +357	+3%	+$49.3K	0.36%	55
2016 Q4	$1.84M	Buy	13,805 +5,679	+70%	+$736K	0.36%	54
2016 Q3	$1.04M	Buy	8,126 +2,483	+44%	+$317K	0.21%	108
2016 Q2	$700K	Buy	5,643 +1,546	+38%	+$189K	0.16%	158
2016 Q1	$495K	Hold	4,097	–	–	0.12%	213
2015 Q4	$493K	Hold	4,097	–	–	0.12%	203
2015 Q3	$467K	Hold	4,097	–	–	0.12%	208
2015 Q2	$508K	Buy	4,097 +515	+14%	+$64.8K	0.12%	203
2015 Q1	$444K	Hold	3,582	–	–	0.11%	229
2014 Q4	$438K	Hold	3,582	–	–	0.11%	214
2014 Q3	$418K	Hold	3,582	–	–	0.12%	214
2014 Q2	$422K	Hold	3,582	–	–	0.12%	212
2014 Q1	$402K	Sell	3,582 -576	-14%	-$63.6K	0.12%	222
2013 Q4	$460K	Sell	4,158 -9,851	-70%	-$1.05M	0.13%	196
2013 Q3	$1.42M	Sell	14,009 -95	-0.7%	-$9.52K	0.44%	44
2013 Q2	$1.36M	Buy	+14,104	New	+$1.35M	0.47%	42

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 6.2% in Q3 2025, selling an estimated $475K and leaving 19,729 shares worth $7.48M. The position accounts for 0.31% of the portfolio, ranked #44.

Laird Norton Wetherby Wealth Management first reported a position in IWV in Q2 2013 and has held it in 49 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 19,729 shares of iShares Russell 3000 ETF worth $7.48M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 1,303 iShares Russell 3000 ETF shares in Q3 2025, an estimated $475K.
iShares Russell 3000 ETF made up 0.31% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #44 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 49 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

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