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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Buy	3,214 +259	+9%	+$189K	0.02%	119
2026 Q1	$2.02M	Sell	2,955 -20	-0.7%	-$13.7K	0.02%	123
2025 Q4	$2.08M	Sell	2,975 -350	-11%	-$238K	0.02%	123
2025 Q3	$2.24M	Buy	3,325 +55	+2%	+$35.4K	0.02%	118
2025 Q2	$2.03M	Sell	3,270 -475	-13%	-$273K	0.02%	125
2025 Q1	$2.01M	Buy	3,745 +997	+36%	+$589K	0.02%	125
2024 Q4	$1.66M	Buy	2,748 +350	+15%	+$207K	0.01%	141
2024 Q3	$1.4M	Buy	2,398 +779	+48%	+$433K	0.01%	147
2024 Q2	$920K	Sell	1,619 -113	-7%	-$59.4K	0.01%	158
2024 Q1	$870K	Sell	1,732 -1,793	-51%	-$897K	0.01%	157
2023 Q4	$1.71M	Sell	3,525 -30	-0.8%	-$13.4K	0.02%	124
2023 Q3	$1.54M	Hold	3,555	–	–	0.02%	125
2023 Q2	$1.58M	Sell	3,555 -184	-5%	-$77.5K	0.02%	125
2023 Q1	$1.54M	Buy	3,739 +9	+0.2%	+$3.61K	0.02%	126
2022 Q4	$1.43M	Sell	3,730 -100	-3%	-$38.6K	0.02%	130
2022 Q3	$1.37M	Hold	3,830	–	–	0.02%	132
2022 Q2	$1.45M	Buy	3,830 +2,101	+122%	+$864K	0.02%	132
2022 Q1	$784K	Sell	1,729 -3,346	-66%	-$1.5M	0.01%	182
2021 Q4	$2.42M	Sell	5,075 -1,481	-23%	-$683K	0.02%	116
2021 Q3	$2.82M	Sell	6,556 -478	-7%	-$212K	0.03%	104
2021 Q2	$3.02M	Sell	7,034 -2,599	-27%	-$1.09M	0.03%	105
2021 Q1	$3.83M	Sell	9,633 -3,259	-25%	-$1.26M	0.04%	95
2020 Q4	$4.84M	Sell	12,892 -3,840	-23%	-$1.37M	0.05%	87
2020 Q3	$5.62M	Sell	16,732 -5,454	-25%	-$1.82M	0.07%	75
2020 Q2	$6.87M	Sell	22,186 -1,700	-7%	-$499K	0.09%	71
2020 Q1	$6.17M	Sell	23,886 -2,200	-8%	-$674K	0.1%	71
2019 Q4	$8.43M	Sell	26,086 -60	-0.2%	-$18.6K	0.11%	71
2019 Q3	$7.8M	Hold	26,146	–	–	0.11%	70
2019 Q2	$7.71M	Sell	26,146 -1,723	-6%	-$499K	0.11%	74
2019 Q1	$7.93M	Buy	27,869 +450	+2%	+$123K	0.12%	75
2018 Q4	$6.9M	Hold	27,419	–	–	0.12%	81
2018 Q3	$8.03M	Hold	27,419	–	–	0.13%	81
2018 Q2	$7.49M	Hold	27,419	–	–	0.13%	82
2018 Q1	$7.28M	Buy	27,419 +7,484	+38%	+$2.06M	0.13%	85
2017 Q4	$5.36M	Hold	19,935	–	–	0.1%	89
2017 Q3	$5.04M	Buy	+19,935	New	+$4.95M	0.1%	92
2015 Q2	–	Sell	-225	Closed	-$47K	–	621
2015 Q1	$47K	Sell	225 -1,525	-87%	-$317K	﹤0.01%	439
2014 Q4	$362K	Sell	1,750 -250	-13%	-$50.6K	0.01%	227
2014 Q3	$397K	Hold	2,000	–	–	0.01%	206
2014 Q2	$394K	Hold	2,000	–	–	0.01%	211
2014 Q1	$376K	Sell	2,000 -2,500	-56%	-$462K	0.01%	213
2013 Q4	$835K	Buy	4,500 +4,480	+22,400%	+$797K	0.02%	157
2013 Q3	$3K	Buy	+20	New	+$3.37K	﹤0.01%	536

Other funds holding IVV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8.8% in Q2 2026, buying an estimated $189K and bringing the position to 3,214 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #119.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IVV in Q3 2013 and has held it in 43 quarters since. The position peaked at $8.43M in Q4 2019. 2,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,214 shares of iShares Core S&P 500 ETF worth $2.41M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 259 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $189K.
iShares Core S&P 500 ETF made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #119 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2013 and has held it in 43 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core S&P 500 ETF position peaked at $8.43M in Q4 2019.
2,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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