Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,225	Closed	-$2.48M	–	784
2020 Q3	$2.48M	Hold	13,225	–	–	0.03%	103
2020 Q2	$2.27M	Hold	13,225	–	–	0.03%	105
2020 Q1	$1.87M	Hold	13,225	–	–	0.03%	104
2019 Q4	$2.36M	Hold	13,225	–	–	0.03%	107
2019 Q3	$2.18M	Hold	13,225	–	–	0.03%	110
2019 Q2	$2.15M	Hold	13,225	–	–	0.03%	113
2019 Q1	$2.08M	Hold	13,225	–	–	0.03%	116
2018 Q4	$1.83M	Hold	13,225	–	–	0.03%	116
2018 Q3	$2.14M	Hold	13,225	–	–	0.03%	121
2018 Q2	$2.01M	Hold	13,225	–	–	0.03%	120
2018 Q1	$1.94M	Hold	13,225	–	–	0.04%	126
2017 Q4	$1.97M	Hold	13,225	–	–	0.04%	126
2017 Q3	$1.85M	Hold	13,225	–	–	0.04%	128
2017 Q2	$1.81M	Hold	13,225	–	–	0.04%	123
2017 Q1	$1.74M	Hold	13,225	–	–	0.04%	125
2016 Q4	$1.65M	Hold	13,225	–	–	0.04%	124
2016 Q3	$1.59M	Hold	13,225	–	–	0.04%	127
2016 Q2	$1.55M	Hold	13,225	–	–	0.04%	128
2016 Q1	$1.51M	Sell	13,225 -700	-5%	-$75.7K	0.04%	129
2015 Q4	$1.58M	Hold	13,925	–	–	0.04%	128
2015 Q3	$1.62M	Hold	13,925	–	–	0.04%	122
2015 Q2	$1.62M	Hold	13,925	–	–	0.04%	122
2015 Q1	$1.61M	Buy	13,925 +700	+5%	+$80.8K	0.04%	122
2014 Q4	$1.52M	Hold	13,225	–	–	0.04%	128
2014 Q3	$1.45M	Hold	13,225	–	–	0.04%	124
2014 Q2	$1.46M	Sell	13,225 -827	-6%	-$88K	0.04%	126
2014 Q1	$1.47M	Hold	14,052	–	–	0.04%	124
2013 Q4	$1.45M	Hold	14,052	–	–	0.04%	128
2013 Q3	$1.32M	Sell	14,052 -1,890	-12%	-$177K	0.04%	127
2013 Q2	$1.43M	Buy	+15,942	New	+$1.43M	0.04%	131

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's IWB Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2020, closing a stake of 13,225 shares — an estimated $2.48M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWB in Q2 2013 and held it in 30 quarters. The position peaked at $2.48M in Q3 2020. 907 funds tracked by Wall St. Rank hold IWB as of Q4 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 13,225 iShares Russell 1000 ETF shares in Q4 2020, an estimated $2.48M.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 30 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 1000 ETF position peaked at $2.48M in Q3 2020.
907 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.