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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $786B AUM 40.34% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IWX Position: Q1 2020 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2020, closing a stake of 5,880 shares — an estimated $344K sold.

Laird Norton Wetherby Wealth Management first reported a position in IWX in Q2 2018 and held it in 7 quarters. The position peaked at $344K in Q4 2019. 59 funds tracked by Wall St. Rank hold IWX as of Q1 2020.

Laird Norton Wetherby Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 5,880 iShares Russell Top 200 Value ETF shares in Q1 2020, an estimated $344K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2018 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's iShares Russell Top 200 Value ETF position peaked at $344K in Q4 2019.
59 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.