Laird Norton Wetherby Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
+3,453
| New | +$1.05M | 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% | 571 |
|
|
2024
Q1 | $419K | Hold |
1,693
| – | – | 0.02% | 619 |
|
|
2023
Q4 | $378K | Hold |
1,693
| – | – | 0.02% | 641 |
|
|
2023
Q3 | $340K | Hold |
1,693
| – | – | 0.02% | 643 |
|
|
2023
Q2 | $351K | Sell |
1,693
-65
| -4% | -$13.5K | 0.02% | 656 |
|
|
2023
Q1 | $329K | Hold |
1,758
| – | – | 0.02% | 670 |
|
|
2022
Q4 | $300K | Hold |
1,758
| – | – | 0.02% | 680 |
|
|
2022
Q3 | $286K | Buy |
1,758
+65
| +4% | +$10.6K | 0.02% | 675 |
|
|
2022
Q2 | $292K | Hold |
1,693
| – | – | 0.02% | 691 |
|
|
2022
Q1 | $353K | Buy |
1,693
+243
| +17% | +$50.7K | 0.02% | 652 |
|
|
2021
Q4 | $318K | Hold |
1,450
| – | – | 0.02% | 689 |
|
|
2021
Q3 | $286K | Hold |
1,450
| – | – | 0.02% | 711 |
|
|
2021
Q2 | $284K | Hold |
1,450
| – | – | 0.02% | 721 |
|
|
2021
Q1 | $261K | Hold |
1,450
| – | – | 0.02% | 662 |
|
|
2020
Q4 | $249K | Hold |
1,450
| – | – | 0.02% | 727 |
|
|
2020
Q3 | $226K | Hold |
1,450
| – | – | 0.02% | 611 |
|
|
2020
Q2 | $207K | Buy |
+1,450
| New | +$207K | 0.02% | 634 |
|