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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25K	Sell	140 -1,200	-90%	-$194K	﹤0.01%	480
2026 Q1	$205K	Hold	1,340	–	–	﹤0.01%	309
2025 Q4	$200K	Hold	1,340	–	–	﹤0.01%	310
2025 Q3	$191K	Sell	1,340 -60	-4%	-$8.28K	﹤0.01%	319
2025 Q2	$186K	Hold	1,400	–	–	﹤0.01%	290
2025 Q1	$166K	Hold	1,400	–	–	﹤0.01%	287
2024 Q4	$196K	Buy	1,400 +200	+17%	+$28.3K	﹤0.01%	284
2024 Q3	$164K	Hold	1,200	–	–	﹤0.01%	300
2024 Q2	$169K	Hold	1,200	–	–	﹤0.01%	288
2024 Q1	$148K	Hold	1,200	–	–	﹤0.01%	299
2023 Q4	$146K	Hold	1,200	–	–	﹤0.01%	308
2023 Q3	$128K	Hold	1,200	–	–	﹤0.01%	325
2023 Q2	$138K	Hold	1,200	–	–	﹤0.01%	329
2023 Q1	$132K	Hold	1,200	–	–	﹤0.01%	315
2022 Q4	$130K	Hold	1,200	–	–	﹤0.01%	317
2022 Q3	$122K	Hold	1,200	–	–	﹤0.01%	328
2022 Q2	$126K	Hold	1,200	–	–	﹤0.01%	335
2022 Q1	$150K	Hold	1,200	–	–	﹤0.01%	330
2021 Q4	$167K	Hold	1,200	–	–	﹤0.01%	335
2021 Q3	$156K	Sell	1,200 -300	-20%	-$39.5K	﹤0.01%	337
2021 Q2	$199K	Buy	+1,500	New	+$195K	﹤0.01%	320
2020 Q4	–	Sell	-696	Closed	-$61K	–	783
2020 Q3	$61K	Buy	+696	New	+$62.3K	﹤0.01%	373

Other funds holding IJT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 90% in Q2 2026, selling an estimated $194K and leaving 140 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IJT in Q3 2020 and has held it in 22 quarters since. The position peaked at $205K in Q1 2026. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 140 shares of iShares S&P Small-Cap 600 Growth ETF worth $25K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,200 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $194K.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #480 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 22 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $205K in Q1 2026.
541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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