Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $381K | Hold |
4,935
| – | – | ﹤0.01% | 257 |
|
|
2026
Q1 | $348K | Hold |
4,935
| – | – | ﹤0.01% | 265 |
|
|
2025
Q4 | $344K | Hold |
4,935
| – | – | ﹤0.01% | 271 |
|
|
2025
Q3 | $324K | Sell |
4,935
-2,635
| -35% | -$169K | ﹤0.01% | 278 |
|
|
2025
Q2 | $469K | Sell |
7,570
-490
| -6% | -$28.8K | ﹤0.01% | 214 |
|
|
2025
Q1 | $449K | Sell |
8,060
-40
| -0.5% | -$2.48K | ﹤0.01% | 219 |
|
|
2024
Q4 | $524K | Buy |
8,100
+305
| +4% | +$19.6K | ﹤0.01% | 211 |
|
|
2024
Q3 | $487K | Buy |
7,795
+1,625
| +26% | +$98K | ﹤0.01% | 220 |
|
|
2024
Q2 | $384K | Sell |
6,170
-120
| -2% | -$7.05K | ﹤0.01% | 219 |
|
|
2024
Q1 | $360K | Hold |
6,290
| – | – | ﹤0.01% | 222 |
|
|
2023
Q4 | $343K | Sell |
6,290
-3,750
| -37% | -$190K | ﹤0.01% | 227 |
|
|
2023
Q3 | $487K | Buy |
10,040
+2,485
| +33% | +$130K | 0.01% | 195 |
|
|
2023
Q2 | $395K | Sell |
7,555
-820
| -10% | -$40.8K | ﹤0.01% | 228 |
|
|
2023
Q1 | $419K | Sell |
8,375
-145
| -2% | -$7.39K | ﹤0.01% | 211 |
|
|
2022
Q4 | $412K | Sell |
8,520
-95
| -1% | -$4.59K | 0.01% | 213 |
|
|
2022
Q3 | $378K | Sell |
8,615
-2,015
| -19% | -$97.4K | ﹤0.01% | 222 |
|
|
2022
Q2 | $481K | Buy |
10,630
+5,570
| +110% | +$275K | 0.01% | 209 |
|
|
2022
Q1 | $272K | Hold |
5,060
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $286K | Sell |
5,060
-2,075
| -29% | -$116K | ﹤0.01% | 269 |
|
|
2021
Q3 | $375K | Hold |
7,135
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $383K | Buy |
7,135
+485
| +7% | +$26.2K | ﹤0.01% | 251 |
|
|
2021
Q1 | $346K | Sell |
6,650
-675
| -9% | -$33.7K | ﹤0.01% | 239 |
|
|
2020
Q4 | $337K | Sell |
7,325
-4,665
| -39% | -$197K | ﹤0.01% | 238 |
|
|
2020
Q3 | $444K | Buy |
11,990
+4,540
| +61% | +$170K | 0.01% | 202 |
|
|
2020
Q2 | $265K | Sell |
7,450
-8,935
| -55% | -$297K | ﹤0.01% | 227 |
|
|
2020
Q1 | $471K | Sell |
16,385
-4,325
| -21% | -$161K | 0.01% | 177 |
|
|
2019
Q4 | $853K | Sell |
20,710
-460
| -2% | -$18.2K | 0.01% | 166 |
|
|
2019
Q3 | $818K | Buy |
21,170
+2,675
| +14% | +$103K | 0.01% | 167 |
|
|
2019
Q2 | $719K | Hold |
18,495
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $701K | Buy |
18,495
+325
| +2% | +$12K | 0.01% | 174 |
|
|
2018
Q4 | $603K | Buy |
18,170
+15,510
| +583% | +$566K | 0.01% | 183 |
|
|
2018
Q3 | $107K | Hold |
2,660
| – | – | ﹤0.01% | 342 |
|
|
2018
Q2 | $104K | Hold |
2,660
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $100K | Hold |
2,660
| – | – | ﹤0.01% | 364 |
|
|
2017
Q4 | $101K | Sell |
2,660
-335
| -11% | -$12.4K | ﹤0.01% | 361 |
|
|
2017
Q3 | $107K | Buy |
2,995
+335
| +13% | +$11.7K | ﹤0.01% | 348 |
|
|
2017
Q2 | $93K | Hold |
2,660
| – | – | ﹤0.01% | 366 |
|
|
2017
Q1 | $91K | Hold |
2,660
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $88K | Hold |
2,660
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $82K | Hold |
2,660
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $79K | Buy |
2,660
+300
| +13% | +$8.8K | ﹤0.01% | 346 |
|
|
2016
Q1 | $68K | Hold |
2,360
| – | – | ﹤0.01% | 355 |
|
|
2015
Q4 | $66K | Hold |
2,360
| – | – | ﹤0.01% | 386 |
|
|
2015
Q3 | $71K | Hold |
2,360
| – | – | ﹤0.01% | 388 |
|
|
2015
Q2 | $71K | Hold |
2,360
| – | – | ﹤0.01% | 388 |
|
|
2015
Q1 | $72K | Hold |
2,360
| – | – | ﹤0.01% | 397 |
|
|
2014
Q4 | $68K | Hold |
2,360
| – | – | ﹤0.01% | 396 |
|
|
2014
Q3 | $65K | Hold |
2,360
| – | – | ﹤0.01% | 379 |
|
|
2014
Q2 | $68K | Hold |
2,360
| – | – | ﹤0.01% | 399 |
|
|
2014
Q1 | $65K | Hold |
2,360
| – | – | ﹤0.01% | 390 |
|
|
2013
Q4 | $63K | Sell |
2,360
-500
| -17% | -$12.9K | ﹤0.01% | 374 |
|
|
2013
Q3 | $71K | Hold |
2,860
| – | – | ﹤0.01% | 344 |
|
|
2013
Q2 | $66K | Buy |
+2,860
| New | +$66.4K | ﹤0.01% | 364 |
|
Other funds holding IJH
CCA
MRC
Loring Wolcott & Coolidge Fiduciary Advisors's IJH Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,935 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #257.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $853K in Q4 2019. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 4,935 shares of iShares Core S&P Mid-Cap ETF worth $381K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #257 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core S&P Mid-Cap ETF position peaked at $853K in Q4 2019.
- 1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.