Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $920K | Sell |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.37M | Hold |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $3.02M | Sell |
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|
2021
Q1 | $3.83M | Sell |
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|
2020
Q4 | $4.84M | Sell |
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|
2020
Q3 | $5.62M | Sell |
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|
2020
Q2 | $6.87M | Sell |
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|
2020
Q1 | $6.17M | Sell |
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|
2019
Q4 | $8.43M | Sell |
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|
2019
Q3 | $7.8M | Hold |
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|
2019
Q2 | $7.71M | Sell |
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|
2019
Q1 | $7.93M | Buy |
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|
2018
Q4 | $6.9M | Hold |
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|
2018
Q3 | $8.03M | Hold |
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|
2018
Q2 | $7.49M | Hold |
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|
2018
Q1 | $7.28M | Buy |
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|
2017
Q4 | $5.36M | Hold |
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|
2017
Q3 | $5.04M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $47K | Sell |
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|
2014
Q4 | $362K | Sell |
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|
2014
Q3 | $397K | Hold |
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|
2014
Q2 | $394K | Hold |
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|
2014
Q1 | $376K | Sell |
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|
2013
Q4 | $835K | Buy |
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|
2013
Q3 | $3K | Buy |
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