Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Sell	870 -780	-47%	-$110K	﹤0.01%	363
2026 Q1	$227K	Hold	1,650	–	–	﹤0.01%	303
2025 Q4	$227K	Sell	1,650 -125	-7%	-$16.3K	﹤0.01%	304
2025 Q3	$231K	Hold	1,775	–	–	﹤0.01%	303
2025 Q2	$219K	Hold	1,775	–	–	﹤0.01%	265
2025 Q1	$200K	Sell	1,775 -200	-10%	-$25K	﹤0.01%	269
2024 Q4	$257K	Sell	1,975 -330	-14%	-$42.1K	﹤0.01%	257
2024 Q3	$287K	Sell	2,305 -210	-8%	-$25K	﹤0.01%	245
2024 Q2	$305K	Buy	2,515 +630	+33%	+$71.9K	﹤0.01%	234
2024 Q1	$210K	Sell	1,885 -220	-10%	-$24.8K	﹤0.01%	270
2023 Q4	$232K	Sell	2,105 -720	-25%	-$74K	﹤0.01%	265
2023 Q3	$276K	Sell	2,825 -180	-6%	-$19.2K	﹤0.01%	248
2023 Q2	$322K	Sell	3,005 -80	-3%	-$8.13K	﹤0.01%	242
2023 Q1	$317K	Sell	3,085 -690	-18%	-$73.7K	﹤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%	+$44.4K	﹤0.01%	236
2022 Q1	$366K	Sell	3,340 -660	-17%	-$71.2K	﹤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%	-$178K	﹤0.01%	231
2020 Q4	$506K	Buy	+5,862	New	+$460K	0.01%	204

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IJJ Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 47% in Q2 2026, selling an estimated $110K and leaving 870 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $506K in Q4 2020. 600 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 870 shares of iShares S&P Mid-Cap 400 Value ETF worth $129K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 780 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $110K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #363 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $506K in Q4 2020.
600 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.