LWCFA
IJS icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,500
Closed -$158K – 844
2021
Q2 		$158K Buy
+1,500
New +$157K ﹤0.01% 346
2020
Q4 		– Sell
-696
Closed -$43K – 782
2020
Q3 		$43K Buy
+696
New +$43.8K ﹤0.01% 413

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IJS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 1,500 shares — an estimated $158K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJS in Q3 2020 and held it in 2 quarters. The position peaked at $158K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $158K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $158K in Q2 2021.
  • 640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.