LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
1,775
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $200K | Sell |
1,775
-200
| -10% | -$22.5K | ﹤0.01% | 269 |
|
|
2024
Q4 | $257K | Sell |
1,975
-330
| -14% | -$43K | ﹤0.01% | 257 |
|
|
2024
Q3 | $287K | Sell |
2,305
-210
| -8% | -$26.1K | ﹤0.01% | 245 |
|
|
2024
Q2 | $305K | Buy |
2,515
+630
| +33% | +$76.3K | ﹤0.01% | 234 |
|
|
2024
Q1 | $210K | Sell |
1,885
-220
| -10% | -$24.5K | ﹤0.01% | 270 |
|
|
2023
Q4 | $232K | Sell |
2,105
-720
| -25% | -$79.5K | ﹤0.01% | 265 |
|
|
2023
Q3 | $276K | Sell |
2,825
-180
| -6% | -$17.6K | ﹤0.01% | 248 |
|
|
2023
Q2 | $322K | Sell |
3,005
-80
| -3% | -$8.57K | ﹤0.01% | 242 |
|
|
2023
Q1 | $317K | Sell |
3,085
-690
| -18% | -$70.9K | ﹤0.01% | 233 |
|
|
2022
Q4 | $381K | Hold |
3,775
| – | – | ﹤0.01% | 223 |
|
|
2022
Q3 | $340K | Hold |
3,775
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $356K | Buy |
3,775
+435
| +13% | +$41K | ﹤0.01% | 236 |
|
|
2022
Q1 | $366K | Sell |
3,340
-660
| -17% | -$72.3K | ﹤0.01% | 237 |
|
|
2021
Q4 | $443K | Hold |
4,000
| – | – | ﹤0.01% | 232 |
|
|
2021
Q3 | $412K | Hold |
4,000
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $421K | Hold |
4,000
| – | – | ﹤0.01% | 240 |
|
|
2021
Q1 | $408K | Sell |
4,000
-1,862
| -32% | -$190K | ﹤0.01% | 231 |
|
|
2020
Q4 | $506K | Buy |
+5,862
| New | +$506K | 0.01% | 204 |
|