Laird Norton Wetherby Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,649	Closed	-$218K	–	691
2019 Q1	$218K	Buy	+2,649	New	+$207K	0.03%	595
2018 Q4	–	Sell	-2,649	Closed	-$226K	–	662
2018 Q3	$226K	Sell	2,649 -1,729	-39%	-$143K	0.03%	584
2018 Q2	$343K	Buy	+4,378	New	+$336K	0.05%	437

Other funds holding IWY

AWM

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IWY Position: Q2 2019 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2019, closing a stake of 2,649 shares — an estimated $218K sold.

Laird Norton Wetherby Wealth Management first reported a position in IWY in Q2 2018 and held it in 3 quarters. The position peaked at $343K in Q2 2018. 118 funds tracked by Wall St. Rank hold IWY as of Q2 2019.

Laird Norton Wetherby Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2019 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,649 iShares Russell Top 200 Growth ETF shares in Q2 2019, an estimated $218K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $343K in Q2 2018.
118 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2019, filed 25 Jul 2019.