Laird Norton Wetherby Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,880	Closed	-$344K	–	719
2019 Q4	$344K	Hold	5,880	–	–	0.03%	498
2019 Q3	$322K	Hold	5,880	–	–	0.03%	526
2019 Q2	$318K	Hold	5,880	–	–	0.03%	518
2019 Q1	$309K	Hold	5,880	–	–	0.04%	504
2018 Q4	$281K	Hold	5,880	–	–	0.04%	486
2018 Q3	$314K	Hold	5,880	–	–	0.04%	488
2018 Q2	$299K	Buy	+5,880	New	+$300K	0.04%	470

Other funds holding IWX

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Bank of America

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return