Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $560K | Hold |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $709K | Sell |
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|
2023
Q3 | $798K | Buy |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $579K | Hold |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $792K | Sell |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $564K | Sell |
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|
2020
Q1 | $831K | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.53M | Buy |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $912K | Hold |
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|
2017
Q3 | $881K | Buy |
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|
2017
Q2 | $618K | Hold |
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|
2017
Q1 | $604K | Buy |
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|
2016
Q4 | $449K | Hold |
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|
2016
Q3 | $405K | Hold |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $483K | Hold |
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|
2015
Q3 | $517K | Hold |
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|
2015
Q2 | $517K | Sell |
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|
2015
Q1 | $712K | Buy |
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|
2014
Q4 | $679K | Hold |
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|
2014
Q3 | $621K | Sell |
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|
2014
Q2 | $718K | Hold |
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|
2014
Q1 | $705K | Hold |
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|
2013
Q4 | $699K | Buy |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $11K | Buy |
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