Laird Norton Wetherby Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
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 | 0.33% | 56 |
|
|
2022
Q3 | $4.75M | Sell |
22,937
-397
| -2% | -$91.3K | 0.34% | 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
UMC
