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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	8,115 -765	-9%	-$101K	0.01%	168
2026 Q1	$1.07M	Hold	8,880	–	–	0.01%	158
2025 Q4	$1.11M	Hold	8,880	–	–	0.01%	152
2025 Q3	$1.08M	Hold	8,880	–	–	0.01%	158
2025 Q2	$978K	Sell	8,880 -420	-5%	-$41.6K	0.01%	159
2025 Q1	$841K	Hold	9,300	–	–	0.01%	165
2024 Q4	$953K	Sell	9,300 -766	-8%	-$76.4K	0.01%	170
2024 Q3	$977K	Sell	10,066 -650	-6%	-$60K	0.01%	167
2024 Q2	$1.03M	Buy	10,716 +4,471	+72%	+$385K	0.01%	148
2024 Q1	$500K	Sell	6,245 -275	-4%	-$22.1K	0.01%	194
2023 Q4	$504K	Sell	6,520 -804	-11%	-$57.2K	0.01%	197
2023 Q3	$504K	Buy	7,324 +4,280	+141%	+$303K	0.01%	194
2023 Q2	$215K	Sell	3,044 -765	-20%	-$50.6K	﹤0.01%	290
2023 Q1	$243K	Sell	3,809 -1,980	-34%	-$121K	﹤0.01%	256
2022 Q4	$339K	Sell	5,789 -2,524	-30%	-$152K	﹤0.01%	233
2022 Q3	$481K	Hold	8,313	–	–	0.01%	203
2022 Q2	$502K	Buy	8,313 +3,871	+87%	+$256K	0.01%	204
2022 Q1	$339K	Sell	4,442 -11,357	-72%	-$853K	﹤0.01%	243
2021 Q4	$1.32M	Sell	15,799 -8,201	-34%	-$661K	0.01%	151
2021 Q3	$1.77M	Sell	24,000 -935	-4%	-$71.3K	0.02%	129
2021 Q2	$1.81M	Sell	24,935 -1,869	-7%	-$129K	0.02%	133
2021 Q1	$1.75M	Buy	26,804 +8,140	+44%	+$526K	0.02%	125
2020 Q4	$1.19M	Buy	+18,664	New	+$1.13M	0.01%	148

Other funds holding IVW

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.6% in Q2 2026, selling an estimated $101K and leaving 8,115 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #168.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.81M in Q2 2021. 1,473 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 8,115 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 765 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $101K.
iShares S&P 500 Growth ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #168 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares S&P 500 Growth ETF position peaked at $1.81M in Q2 2021.
1,473 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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