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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $692K | Hold |
4,666
| – | – | 0.01% | 213 |
|
|
2026
Q1 | $607K | Hold |
4,666
| – | – | 0.01% | 214 |
|
|
2025
Q4 | $596K | Hold |
4,666
| – | – | 0.01% | 222 |
|
|
2025
Q3 | $560K | Hold |
4,666
| – | – | ﹤0.01% | 231 |
|
|
2025
Q2 | $510K | Sell |
4,666
-750
| -14% | -$77.5K | ﹤0.01% | 208 |
|
|
2025
Q1 | $530K | Sell |
5,416
-675
| -11% | -$76.2K | 0.01% | 208 |
|
|
2024
Q4 | $723K | Sell |
6,091
-1,487
| -20% | -$178K | 0.01% | 192 |
|
|
2024
Q3 | $871K | Buy |
7,578
+1,022
| +16% | +$115K | 0.01% | 177 |
|
|
2024
Q2 | $766K | Sell |
6,556
-223
| -3% | -$23.9K | 0.01% | 173 |
|
|
2024
Q1 | $706K | Sell |
6,779
-37
| -0.5% | -$3.93K | 0.01% | 177 |
|
|
2023
Q4 | $709K | Sell |
6,816
-1,895
| -22% | -$183K | 0.01% | 179 |
|
|
2023
Q3 | $798K | Buy |
8,711
+1,672
| +24% | +$167K | 0.01% | 164 |
|
|
2023
Q2 | $701K | Buy |
7,039
+1,177
| +20% | +$112K | 0.01% | 174 |
|
|
2023
Q1 | $567K | Sell |
5,862
-818
| -12% | -$81.8K | 0.01% | 192 |
|
|
2022
Q4 | $632K | Sell |
6,680
-107
| -2% | -$10.3K | 0.01% | 181 |
|
|
2022
Q3 | $592K | Sell |
6,787
-698
| -9% | -$67.8K | 0.01% | 186 |
|
|
2022
Q2 | $692K | Buy |
7,485
+2,557
| +52% | +$254K | 0.01% | 179 |
|
|
2022
Q1 | $532K | Sell |
4,928
-374
| -7% | -$40.4K | 0.01% | 207 |
|
|
2021
Q4 | $607K | Hold |
5,302
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $579K | Hold |
5,302
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $599K | Sell |
5,302
-2,000
| -27% | -$223K | 0.01% | 209 |
|
|
2021
Q1 | $792K | Sell |
7,302
-2,102
| -22% | -$220K | 0.01% | 172 |
|
|
2020
Q4 | $864K | Buy |
9,404
+2,260
| +32% | +$186K | 0.01% | 165 |
|
|
2020
Q3 | $502K | Sell |
7,144
-1,120
| -14% | -$80.3K | 0.01% | 187 |
|
|
2020
Q2 | $564K | Sell |
8,264
-6,540
| -44% | -$413K | 0.01% | 173 |
|
|
2020
Q1 | $831K | Sell |
14,804
-2,527
| -15% | -$188K | 0.01% | 139 |
|
|
2019
Q4 | $1.45M | Sell |
17,331
-4
| -0% | -$322 | 0.02% | 131 |
|
|
2019
Q3 | $1.35M | Sell |
17,335
-2,155
| -11% | -$167K | 0.02% | 135 |
|
|
2019
Q2 | $1.53M | Buy |
19,490
+3,020
| +18% | +$234K | 0.02% | 130 |
|
|
2019
Q1 | $1.27M | Sell |
16,470
-4,035
| -20% | -$310K | 0.02% | 140 |
|
|
2018
Q4 | $1.42M | Buy |
20,505
+8,365
| +69% | +$646K | 0.03% | 131 |
|
|
2018
Q3 | $1.06M | Hold |
12,140
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $1.01M | Sell |
12,140
-3,138
| -21% | -$256K | 0.02% | 158 |
|
|
2018
Q1 | $1.18M | Buy |
15,278
+3,410
| +29% | +$265K | 0.02% | 154 |
|
|
2017
Q4 | $912K | Hold |
11,868
| – | – | 0.02% | 168 |
|
|
2017
Q3 | $881K | Buy |
11,868
+3,138
| +36% | +$220K | 0.02% | 164 |
|
|
2017
Q2 | $618K | Hold |
8,730
| – | – | 0.01% | 181 |
|
|
2017
Q1 | $604K | Buy |
8,730
+2,200
| +34% | +$152K | 0.01% | 184 |
|
|
2016
Q4 | $449K | Hold |
6,530
| – | – | 0.01% | 196 |
|
|
2016
Q3 | $405K | Hold |
6,530
| – | – | 0.01% | 202 |
|
|
2016
Q2 | $379K | Sell |
6,530
-2,070
| -24% | -$118K | 0.01% | 204 |
|
|
2016
Q1 | $484K | Sell |
8,600
-170
| -2% | -$8.87K | 0.01% | 187 |
|
|
2015
Q4 | $483K | Hold |
8,770
| – | – | 0.01% | 199 |
|
|
2015
Q3 | $517K | Hold |
8,770
| – | – | 0.01% | 199 |
|
|
2015
Q2 | $517K | Sell |
8,770
-3,300
| -27% | -$195K | 0.01% | 199 |
|
|
2015
Q1 | $712K | Buy |
12,070
+170
| +1% | +$9.74K | 0.02% | 177 |
|
|
2014
Q4 | $679K | Hold |
11,900
| – | – | 0.02% | 172 |
|
|
2014
Q3 | $621K | Sell |
11,900
-910
| -7% | -$49.5K | 0.02% | 170 |
|
|
2014
Q2 | $718K | Hold |
12,810
| – | – | 0.02% | 161 |
|
|
2014
Q1 | $705K | Hold |
12,810
| – | – | 0.02% | 165 |
|
|
2013
Q4 | $699K | Buy |
12,810
+12,570
| +5,238% | +$657K | 0.02% | 170 |
|
|
2013
Q3 | $12K | Hold |
240
| – | – | ﹤0.01% | 480 |
|
|
2013
Q2 | $11K | Buy |
+240
| New | +$10.6K | ﹤0.01% | 527 |
|
Other funds holding IJR
Loring Wolcott & Coolidge Fiduciary Advisors's IJR Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 4,666 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #213.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.53M in Q2 2019. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 4,666 shares of iShares Core S&P Small-Cap ETF worth $692K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
- iShares Core S&P Small-Cap ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #213 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.53M in Q2 2019.
- 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.