LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
5,383
-305
| -5% | -$27.7K | ﹤0.01% | 213 |
|
|
2025
Q1 | $458K | Sell |
5,688
-550
| -9% | -$44.3K | ﹤0.01% | 217 |
|
|
2024
Q4 | $587K | Buy |
6,238
+296
| +5% | +$27.8K | 0.01% | 204 |
|
|
2024
Q3 | $544K | Sell |
5,942
-445
| -7% | -$40.7K | ﹤0.01% | 208 |
|
|
2024
Q2 | $597K | Buy |
6,387
+813
| +15% | +$76K | 0.01% | 193 |
|
|
2024
Q1 | $477K | Sell |
5,574
-240
| -4% | -$20.5K | ﹤0.01% | 197 |
|
|
2023
Q4 | $459K | Sell |
5,814
-837
| -13% | -$66K | ﹤0.01% | 205 |
|
|
2023
Q3 | $469K | Sell |
6,651
-380
| -5% | -$26.8K | 0.01% | 200 |
|
|
2023
Q2 | $527K | Sell |
7,031
-170
| -2% | -$12.8K | 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% | +$22.8K | 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% | -$18.2K | 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 | +$579K | 0.01% | 193 |
|
|
2017
Q2 | – | Sell |
-63
| Closed | -$12K | – | 644 |
|
|
2017
Q1 | $12K | Hold |
63
| – | – | ﹤0.01% | 539 |
|
|
2016
Q4 | $11K | Sell |
63
-90
| -59% | -$15.7K | ﹤0.01% | 523 |
|
|
2016
Q3 | $27K | Sell |
153
-60
| -28% | -$10.6K | ﹤0.01% | 454 |
|
|
2016
Q2 | $36K | Hold |
213
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $35K | Sell |
213
-93
| -30% | -$15.3K | ﹤0.01% | 437 |
|
|
2015
Q4 | $49K | Buy |
+306
| New | +$49K | ﹤0.01% | 416 |
|