Laird Norton Wetherby Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2024
Q4 | $489K | Hold |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $447K | Hold |
|
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $378K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $286K | Hold |
|
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $207K | Buy |
|