LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
8,880
-420
| -5% | -$46.2K | 0.01% | 159 |
|
|
2025
Q1 | $841K | Hold |
9,300
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $953K | Sell |
9,300
-766
| -8% | -$78.5K | 0.01% | 170 |
|
|
2024
Q3 | $977K | Sell |
10,066
-650
| -6% | -$63.1K | 0.01% | 167 |
|
|
2024
Q2 | $1.03M | Buy |
10,716
+4,471
| +72% | +$429K | 0.01% | 148 |
|
|
2024
Q1 | $500K | Sell |
6,245
-275
| -4% | -$22K | 0.01% | 194 |
|
|
2023
Q4 | $504K | Sell |
6,520
-804
| -11% | -$62.1K | 0.01% | 197 |
|
|
2023
Q3 | $504K | Buy |
7,324
+4,280
| +141% | +$295K | 0.01% | 194 |
|
|
2023
Q2 | $215K | Sell |
3,044
-765
| -20% | -$53.9K | ﹤0.01% | 290 |
|
|
2023
Q1 | $243K | Sell |
3,809
-1,980
| -34% | -$127K | ﹤0.01% | 256 |
|
|
2022
Q4 | $339K | Sell |
5,789
-2,524
| -30% | -$148K | ﹤0.01% | 233 |
|
|
2022
Q3 | $481K | Hold |
8,313
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $502K | Buy |
8,313
+3,871
| +87% | +$234K | 0.01% | 204 |
|
|
2022
Q1 | $339K | Sell |
4,442
-11,357
| -72% | -$867K | ﹤0.01% | 243 |
|
|
2021
Q4 | $1.32M | Sell |
15,799
-8,201
| -34% | -$686K | 0.01% | 151 |
|
|
2021
Q3 | $1.77M | Sell |
24,000
-935
| -4% | -$69.1K | 0.02% | 129 |
|
|
2021
Q2 | $1.81M | Sell |
24,935
-1,869
| -7% | -$136K | 0.02% | 133 |
|
|
2021
Q1 | $1.75M | Buy |
26,804
+8,140
| +44% | +$530K | 0.02% | 125 |
|
|
2020
Q4 | $1.19M | Buy |
+18,664
| New | +$1.19M | 0.01% | 148 |
|