Laird Norton Wetherby Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.07M	Sell	3,203 -250	-7%	-$79.5K	0.04%	364
2025 Q2	$1.05M	Buy	+3,453	New	+$962K	0.05%	353
2024 Q4	$489K	Hold	1,693	–	–	0.02%	539
2024 Q3	$469K	Hold	1,693	–	–	0.02%	584
2024 Q2	$447K	Hold	1,693	–	–	0.02%	573
2024 Q1	$419K	Hold	1,693	–	–	0.02%	622
2023 Q4	$378K	Hold	1,693	–	–	0.02%	644
2023 Q3	$340K	Hold	1,693	–	–	0.02%	645
2023 Q2	$351K	Sell	1,693 -65	-4%	-$12.6K	0.02%	657
2023 Q1	$329K	Hold	1,758	–	–	0.02%	671
2022 Q4	$300K	Hold	1,758	–	–	0.02%	682
2022 Q3	$286K	Buy	1,758 +65	+4%	+$11.8K	0.02%	677
2022 Q2	$292K	Hold	1,693	–	–	0.02%	692
2022 Q1	$353K	Buy	1,693 +243	+17%	+$49.9K	0.02%	655
2021 Q4	$318K	Hold	1,450	–	–	0.02%	700
2021 Q3	$286K	Hold	1,450	–	–	0.02%	726
2021 Q2	$284K	Hold	1,450	–	–	0.02%	733
2021 Q1	$261K	Hold	1,450	–	–	0.02%	662
2020 Q4	$249K	Hold	1,450	–	–	0.02%	738
2020 Q3	$226K	Hold	1,450	–	–	0.02%	612
2020 Q2	$207K	Buy	+1,450	New	+$195K	0.02%	634

Other funds holding OEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OEF Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 7.2% in Q3 2025, selling an estimated $79.5K and leaving 3,203 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #364.

Laird Norton Wetherby Wealth Management first reported a position in OEF in Q2 2020 and has held it in 21 quarters since. 1,001 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

Laird Norton Wetherby Wealth Management held 3,203 shares of iShares S&P 100 ETF worth $1.07M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 250 iShares S&P 100 ETF shares in Q3 2025, an estimated $79.5K.
iShares S&P 100 ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #364 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2020 and has held it in 21 quarters since.
1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.