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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Sell
1,747
-45
-3% -$10.1K ﹤0.01% 255
2026
Q1 		$386K Hold
1,792
– – ﹤0.01% 260
2025
Q4 		$388K Sell
1,792
-65
-4% -$13.6K ﹤0.01% 261
2025
Q3 		$388K Hold
1,857
– – ﹤0.01% 263
2025
Q2 		$363K Sell
1,857
-265
-12% -$49.4K ﹤0.01% 232
2025
Q1 		$381K Sell
2,122
-150
-7% -$29K ﹤0.01% 226
2024
Q4 		$450K Sell
2,272
-465
-17% -$92.2K ﹤0.01% 221
2024
Q3 		$541K Sell
2,737
-150
-5% -$28.5K ﹤0.01% 209
2024
Q2 		$546K Sell
2,887
-807
-22% -$147K 0.01% 201
2024
Q1 		$664K Sell
3,694
-665
-15% -$118K 0.01% 182
2023
Q4 		$760K Sell
4,359
-1,023
-19% -$164K 0.01% 171
2023
Q3 		$835K Buy
5,382
+1,919
+55% +$310K 0.01% 163
2023
Q2 		$558K Sell
3,463
-1,315
-28% -$202K 0.01% 194
2023
Q1 		$725K Sell
4,778
-412
-8% -$62.3K 0.01% 172
2022
Q4 		$753K Hold
5,190
– – 0.01% 165
2022
Q3 		$667K Hold
5,190
– – 0.01% 175
2022
Q2 		$713K Buy
5,190
+387
+8% +$57.1K 0.01% 176
2022
Q1 		$748K Sell
4,803
-1,660
-26% -$255K 0.01% 186
2021
Q4 		$1.01M Hold
6,463
– – 0.01% 177
2021
Q3 		$940K Hold
6,463
– – 0.01% 170
2021
Q2 		$954K Sell
6,463
-265
-4% -$39K 0.01% 175
2021
Q1 		$950K Buy
6,728
+1,400
+26% +$188K 0.01% 162
2020
Q4 		$682K Buy
+5,328
New +$644K 0.01% 180

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 1,747 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2021. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,747 shares of iShares S&P 500 Value ETF worth $397K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 45 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.1K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #255 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P 500 Value ETF position peaked at $1.01M in Q4 2021.
  • 911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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