LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
7,570
-490
| -6% | -$30.4K | ﹤0.01% | 214 |
|
|
2025
Q1 | $449K | Sell |
8,060
-40
| -0.5% | -$2.23K | ﹤0.01% | 219 |
|
|
2024
Q4 | $524K | Buy |
8,100
+305
| +4% | +$19.7K | ﹤0.01% | 211 |
|
|
2024
Q3 | $487K | Buy |
7,795
+1,625
| +26% | +$101K | ﹤0.01% | 220 |
|
|
2024
Q2 | $384K | Sell |
6,170
-120
| -2% | -$7.47K | ﹤0.01% | 219 |
|
|
2024
Q1 | $360K | Buy |
6,290
+5,032
| +400% | +$288K | ﹤0.01% | 222 |
|
|
2023
Q4 | $343K | Sell |
1,258
-750
| -37% | -$204K | ﹤0.01% | 227 |
|
|
2023
Q3 | $487K | Buy |
2,008
+497
| +33% | +$121K | 0.01% | 195 |
|
|
2023
Q2 | $395K | Sell |
1,511
-164
| -10% | -$42.9K | ﹤0.01% | 228 |
|
|
2023
Q1 | $419K | Sell |
1,675
-29
| -2% | -$7.26K | ﹤0.01% | 211 |
|
|
2022
Q4 | $412K | Sell |
1,704
-19
| -1% | -$4.6K | 0.01% | 213 |
|
|
2022
Q3 | $378K | Sell |
1,723
-403
| -19% | -$88.4K | ﹤0.01% | 222 |
|
|
2022
Q2 | $481K | Buy |
2,126
+1,114
| +110% | +$252K | 0.01% | 209 |
|
|
2022
Q1 | $272K | Hold |
1,012
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $286K | Sell |
1,012
-415
| -29% | -$117K | ﹤0.01% | 269 |
|
|
2021
Q3 | $375K | Hold |
1,427
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $383K | Buy |
1,427
+97
| +7% | +$26K | ﹤0.01% | 251 |
|
|
2021
Q1 | $346K | Sell |
1,330
-135
| -9% | -$35.1K | ﹤0.01% | 239 |
|
|
2020
Q4 | $337K | Sell |
1,465
-933
| -39% | -$215K | ﹤0.01% | 238 |
|
|
2020
Q3 | $444K | Buy |
2,398
+908
| +61% | +$168K | 0.01% | 202 |
|
|
2020
Q2 | $265K | Sell |
1,490
-1,787
| -55% | -$318K | ﹤0.01% | 227 |
|
|
2020
Q1 | $471K | Sell |
3,277
-865
| -21% | -$124K | 0.01% | 177 |
|
|
2019
Q4 | $853K | Sell |
4,142
-92
| -2% | -$18.9K | 0.01% | 166 |
|
|
2019
Q3 | $818K | Buy |
4,234
+535
| +14% | +$103K | 0.01% | 167 |
|
|
2019
Q2 | $719K | Hold |
3,699
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $701K | Buy |
3,699
+65
| +2% | +$12.3K | 0.01% | 174 |
|
|
2018
Q4 | $603K | Buy |
3,634
+3,102
| +583% | +$515K | 0.01% | 183 |
|
|
2018
Q3 | $107K | Hold |
532
| – | – | ﹤0.01% | 342 |
|
|
2018
Q2 | $104K | Hold |
532
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $100K | Hold |
532
| – | – | ﹤0.01% | 364 |
|
|
2017
Q4 | $101K | Sell |
532
-67
| -11% | -$12.7K | ﹤0.01% | 361 |
|
|
2017
Q3 | $107K | Buy |
599
+67
| +13% | +$12K | ﹤0.01% | 348 |
|
|
2017
Q2 | $93K | Hold |
532
| – | – | ﹤0.01% | 366 |
|
|
2017
Q1 | $91K | Hold |
532
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $88K | Hold |
532
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $82K | Hold |
532
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $79K | Buy |
532
+60
| +13% | +$8.91K | ﹤0.01% | 346 |
|
|
2016
Q1 | $68K | Hold |
472
| – | – | ﹤0.01% | 355 |
|
|
2015
Q4 | $66K | Hold |
472
| – | – | ﹤0.01% | 386 |
|
|
2015
Q3 | $71K | Hold |
472
| – | – | ﹤0.01% | 388 |
|
|
2015
Q2 | $71K | Hold |
472
| – | – | ﹤0.01% | 388 |
|
|
2015
Q1 | $72K | Hold |
472
| – | – | ﹤0.01% | 397 |
|
|
2014
Q4 | $68K | Hold |
472
| – | – | ﹤0.01% | 396 |
|
|
2014
Q3 | $65K | Hold |
472
| – | – | ﹤0.01% | 379 |
|
|
2014
Q2 | $68K | Hold |
472
| – | – | ﹤0.01% | 399 |
|
|
2014
Q1 | $65K | Hold |
472
| – | – | ﹤0.01% | 390 |
|
|
2013
Q4 | $63K | Sell |
472
-100
| -17% | -$13.3K | ﹤0.01% | 374 |
|
|
2013
Q3 | $71K | Hold |
572
| – | – | ﹤0.01% | 344 |
|
|
2013
Q2 | $66K | Buy |
+572
| New | +$66K | ﹤0.01% | 364 |
|