Number of Shares
164,492.00
Current Holdings Value*
$15.27 Mil
% of Portfolio
2.46%
Total Estimate Gain
$6.25 Mil
% of Total Estimate Gain
22.76%

Laird Norton Wetherby Trust Company, LLC's iShares S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Laird Norton Wetherby Trust Company, LLC held 164,492.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $15.27 Mil. This investment constitutes 2.46% of their stock portfolio, and Laird Norton Wetherby Trust Company, LLC now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2020Q4. And since then Laird Norton Wetherby Trust Company, LLC has made 5 purchases of IVW, at an average price of $77.40, for a total of 354,818.00 shares. In addition, there have been 5 sales at an average price of $81.48 for 190,326.00 shares. Based on historical transaction data and IVW's current price of $110.70, Laird Norton Wetherby Trust Company, LLC's estimated gain on his IVW holdings is $6.25 Mil, reflecting a 22.76% gain to date.

Laird Norton Wetherby Trust Company, LLC IVW ($110.70) Holding Chart

Laird Norton Wetherby Trust Company, LLC IVW ($110.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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