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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	5,895 -1,350	-19%	-$314K	0.01%	146
2026 Q1	$1.61M	Sell	7,245 -675	-9%	-$148K	0.02%	134
2025 Q4	$1.74M	Hold	7,920	–	–	0.02%	133
2025 Q3	$1.62M	Hold	7,920	–	–	0.01%	138
2025 Q2	$1.54M	Hold	7,920	–	–	0.01%	137
2025 Q1	$1.41M	Hold	7,920	–	–	0.01%	138
2024 Q4	$1.54M	Hold	7,920	–	–	0.01%	142
2024 Q3	$1.51M	Hold	7,920	–	–	0.01%	142
2024 Q2	$1.44M	Hold	7,920	–	–	0.01%	133
2024 Q1	$1.36M	Sell	7,920 -1,599	-17%	-$271K	0.01%	130
2023 Q4	$1.57M	Hold	9,519	–	–	0.02%	127
2023 Q3	$1.43M	Hold	9,519	–	–	0.02%	128
2023 Q2	$1.5M	Buy	9,519 +858	+10%	+$131K	0.02%	128
2023 Q1	$1.32M	Sell	8,661 -1,839	-18%	-$284K	0.02%	137
2022 Q4	$1.59M	Hold	10,500	–	–	0.02%	123
2022 Q3	$1.43M	Hold	10,500	–	–	0.02%	129
2022 Q2	$1.52M	Hold	10,500	–	–	0.02%	129
2022 Q1	$1.74M	Sell	10,500 -1,998	-16%	-$328K	0.02%	131
2021 Q4	$2.1M	Sell	12,498 -801	-6%	-$131K	0.02%	125
2021 Q3	$2.08M	Hold	13,299	–	–	0.02%	121
2021 Q2	$2.11M	Buy	+13,299	New	+$2.11M	0.02%	124
2021 Q1	–	Sell	-12,993	Closed	-$1.78M	–	507
2020 Q4	$1.78M	Hold	12,993	–	–	0.02%	125
2020 Q3	$1.53M	Buy	+12,993	New	+$1.54M	0.02%	122
2016 Q4	–	Sell	-150	Closed	-$16K	–	603
2016 Q3	$16K	Hold	150	–	–	﹤0.01%	499
2016 Q2	$15K	Hold	150	–	–	﹤0.01%	508
2016 Q1	$15K	Hold	150	–	–	﹤0.01%	504
2015 Q4	$15K	Buy	+150	New	+$14.9K	﹤0.01%	533

Other funds holding IWD

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 19% in Q2 2026, selling an estimated $314K and leaving 5,895 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #146.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWD in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.11M in Q2 2021. 1,640 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,895 shares of iShares Russell 1000 Value ETF worth $1.43M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,350 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $314K.
iShares Russell 1000 Value ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #146 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 27 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 1000 Value ETF position peaked at $2.11M in Q2 2021.
1,640 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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