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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	3,398 -1,685	-33%	-$187K	﹤0.01%	253
2026 Q1	$535K	Hold	5,083	–	–	0.01%	232
2025 Q4	$523K	Sell	5,083 -105	-2%	-$10.1K	﹤0.01%	236
2025 Q3	$501K	Sell	5,188 -195	-4%	-$18.4K	﹤0.01%	245
2025 Q2	$490K	Sell	5,383 -305	-5%	-$26.1K	﹤0.01%	213
2025 Q1	$458K	Sell	5,688 -550	-9%	-$49.5K	﹤0.01%	217
2024 Q4	$587K	Buy	6,238 +296	+5%	+$27.9K	0.01%	204
2024 Q3	$544K	Sell	5,942 -445	-7%	-$39.8K	﹤0.01%	208
2024 Q2	$597K	Buy	6,387 +813	+15%	+$71.9K	0.01%	193
2024 Q1	$477K	Sell	5,574 -240	-4%	-$20K	﹤0.01%	197
2023 Q4	$459K	Sell	5,814 -837	-13%	-$61.4K	﹤0.01%	205
2023 Q3	$469K	Sell	6,651 -380	-5%	-$28.7K	0.01%	200
2023 Q2	$527K	Sell	7,031 -170	-2%	-$12.1K	0.01%	200
2023 Q1	$515K	Sell	7,201 -943	-12%	-$67.4K	0.01%	198
2022 Q4	$556K	Hold	8,144	–	–	0.01%	189
2022 Q3	$513K	Hold	8,144	–	–	0.01%	195
2022 Q2	$519K	Buy	8,144 +358	+5%	+$25.1K	0.01%	201
2022 Q1	$602K	Hold	7,786	–	–	0.01%	198
2021 Q4	$664K	Hold	7,786	–	–	0.01%	200
2021 Q3	$617K	Sell	7,786 -230	-3%	-$18.7K	0.01%	205
2021 Q2	$649K	Hold	8,016	–	–	0.01%	201
2021 Q1	$628K	Hold	8,016	–	–	0.01%	194
2020 Q4	$579K	Buy	+8,016	New	+$535K	0.01%	193
2017 Q2	–	Sell	-252	Closed	-$12K	–	644
2017 Q1	$12K	Hold	252	–	–	﹤0.01%	539
2016 Q4	$11K	Sell	252 -360	-59%	-$15.8K	﹤0.01%	523
2016 Q3	$27K	Sell	612 -240	-28%	-$10.5K	﹤0.01%	454
2016 Q2	$36K	Hold	852	–	–	﹤0.01%	424
2016 Q1	$35K	Sell	852 -372	-30%	-$14.2K	﹤0.01%	437
2015 Q4	$49K	Buy	+1,224	New	+$50.1K	﹤0.01%	416

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

DADC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 33% in Q2 2026, selling an estimated $187K and leaving 3,398 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJK in Q4 2015 and has held it in 29 quarters since. The position peaked at $664K in Q4 2021. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,398 shares of iShares S&P Mid-Cap 400 Growth ETF worth $399K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,685 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $187K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #253 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 29 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $664K in Q4 2021.
666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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