Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.08M | Sell |
16,747
-2,685
| -14% | -$324K | 0.02% | 126 |
|
|
2026
Q1 | $2.17M | Sell |
19,432
-3,600
| -16% | -$409K | 0.02% | 117 |
|
|
2025
Q4 | $2.73M | Hold |
23,032
| – | – | 0.02% | 112 |
|
|
2025
Q3 | $2.72M | Sell |
23,032
-1,880
| -8% | -$209K | 0.02% | 111 |
|
|
2025
Q2 | $2.64M | Sell |
24,912
-3,360
| -12% | -$321K | 0.02% | 114 |
|
|
2025
Q1 | $2.47M | Sell |
28,272
-3,176
| -10% | -$313K | 0.02% | 116 |
|
|
2024
Q4 | $3.17M | Sell |
31,448
-3,940
| -11% | -$388K | 0.03% | 114 |
|
|
2024
Q3 | $3.37M | Sell |
35,388
-500
| -1% | -$45.3K | 0.03% | 112 |
|
|
2024
Q2 | $3.39M | Hold |
35,888
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $2.86M | Sell |
35,888
-10,700
| -23% | -$862K | 0.03% | 96 |
|
|
2023
Q4 | $3.62M | Sell |
46,588
-844
| -2% | -$59.7K | 0.04% | 92 |
|
|
2023
Q3 | $3.21M | Buy |
47,432
+2,816
| +6% | +$194K | 0.04% | 94 |
|
|
2023
Q2 | $3.07M | Buy |
44,616
+452
| +1% | +$28.7K | 0.03% | 99 |
|
|
2023
Q1 | $2.7M | Sell |
44,164
-15,300
| -26% | -$881K | 0.03% | 100 |
|
|
2022
Q4 | $3.18M | Hold |
59,464
| – | – | 0.04% | 96 |
|
|
2022
Q3 | $3.13M | Hold |
59,464
| – | – | 0.04% | 97 |
|
|
2022
Q2 | $3.25M | Sell |
59,464
-2,824
| -5% | -$170K | 0.04% | 96 |
|
|
2022
Q1 | $4.32M | Sell |
62,288
-59,444
| -49% | -$4.06M | 0.04% | 92 |
|
|
2021
Q4 | $9.3M | Sell |
121,732
-8,212
| -6% | -$609K | 0.09% | 73 |
|
|
2021
Q3 | $8.9M | Sell |
129,944
-1,520
| -1% | -$108K | 0.09% | 72 |
|
|
2021
Q2 | $8.92M | Buy |
131,464
+68,832
| +110% | +$4.44M | 0.09% | 72 |
|
|
2021
Q1 | $3.81M | Sell |
62,632
-19,340
| -24% | -$1.18M | 0.04% | 96 |
|
|
2020
Q4 | $4.94M | Hold |
81,972
| – | – | 0.06% | 85 |
|
|
2020
Q3 | $4.45M | Buy |
+81,972
| New | +$4.32M | 0.06% | 85 |
|
|
2018
Q4 | – | Sell |
-2,960
| Closed | -$115K | – | 710 |
|
|
2018
Q3 | $115K | Sell |
2,960
-920
| -24% | -$34.8K | ﹤0.01% | 335 |
|
|
2018
Q2 | $139K | Hold |
3,880
| – | – | ﹤0.01% | 313 |
|
|
2018
Q1 | $132K | Hold |
3,880
| – | – | ﹤0.01% | 331 |
|
|
2017
Q4 | $131K | Sell |
3,880
-160
| -4% | -$5.24K | ﹤0.01% | 333 |
|
|
2017
Q3 | $126K | Hold |
4,040
| – | – | ﹤0.01% | 332 |
|
|
2017
Q2 | $123K | Hold |
4,040
| – | – | ﹤0.01% | 335 |
|
|
2017
Q1 | $115K | Hold |
4,040
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $106K | Sell |
4,040
-380
| -9% | -$9.86K | ﹤0.01% | 326 |
|
|
2016
Q3 | $115K | Sell |
4,420
-5,000
| -53% | -$130K | ﹤0.01% | 319 |
|
|
2016
Q2 | $236K | Hold |
9,420
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $235K | Hold |
9,420
| – | – | 0.01% | 233 |
|
|
2015
Q4 | $234K | Buy |
+9,420
| New | +$235K | 0.01% | 252 |
|
Other funds holding IWF
S
7WCP
Loring Wolcott & Coolidge Fiduciary Advisors's IWF Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $324K and leaving 16,747 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #126.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWF in Q4 2015 and has held it in 36 quarters since. The position peaked at $9.3M in Q4 2021. 1,644 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 16,747 shares of iShares Russell 1000 Growth ETF worth $2.08M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 2,685 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $324K.
- iShares Russell 1000 Growth ETF made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #126 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 36 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 1000 Growth ETF position peaked at $9.3M in Q4 2021.
- 1,644 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.