Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Hold |
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|
2025
Q2 | $978K | Sell |
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|
2025
Q1 | $841K | Hold |
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|
2024
Q4 | $953K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.19M | Buy |
|