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LNWWM
Laird Norton Wetherby Wealth Management’s
iShares US Technology ETF
IYW
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
IYW Stock Details
IYW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-4,400
Closed
-$323K
–
931
2022
Q3
$323K
Hold
4,400
–
–
0.02%
632
2022
Q2
$352K
Hold
4,400
–
–
0.02%
625
2022
Q1
$453K
Buy
4,400
+137
+3%
+$14K
0.03%
554
2021
Q4
$489K
Hold
4,263
–
–
0.03%
535
2021
Q3
$432K
Buy
4,263
+263
+7%
+$27.4K
0.03%
555
2021
Q2
$398K
Hold
4,000
–
–
0.02%
601
2021
Q1
$351K
Sell
4,000
-2,076
-34%
-$182K
0.03%
549
2020
Q4
$516K
Buy
6,076
+76
+1%
+$6.07K
0.04%
451
2020
Q3
$452K
Hold
6,000
–
–
0.04%
404
2020
Q2
$405K
Hold
6,000
–
–
0.04%
413
2020
Q1
$307K
Hold
6,000
–
–
0.03%
445
2019
Q4
$349K
Hold
6,000
–
–
0.03%
494
2019
Q3
$306K
Hold
6,000
–
–
0.03%
541
2019
Q2
$297K
Hold
6,000
–
–
0.03%
538
2019
Q1
$286K
Hold
6,000
–
–
0.04%
529
2018
Q4
$240K
Hold
6,000
–
–
0.03%
531
2018
Q3
$291K
Hold
6,000
–
–
0.04%
504
2018
Q2
$267K
Hold
6,000
–
–
0.04%
507
2018
Q1
$252K
Hold
6,000
–
–
0.03%
526
2017
Q4
$244K
Buy
6,000
+2,000
+50%
+$80.1K
0.03%
521
2017
Q3
$150K
Buy
+4,000
New
+$147K
0.02%
589
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
PCH
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$6.4B AUM
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1-Year Est. Return
AWA
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$1.33B AUM
25.12%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Carson Wealth (CWM LLC)
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$38.1B AUM
19.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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