Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Hold |
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|
2025
Q2 | $1.54M | Hold |
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2025
Q1 | $1.41M | Hold |
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|
2024
Q4 | $1.54M | Hold |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.57M | Hold |
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|
2023
Q3 | $1.43M | Hold |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.59M | Hold |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.52M | Hold |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.08M | Hold |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.78M | Hold |
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|
2020
Q3 | $1.53M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $15K | Buy |
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