LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
6,228
-840
| -12% | -$357K | 0.02% | 114 |
|
|
2025
Q1 | $2.47M | Sell |
7,068
-794
| -10% | -$278K | 0.02% | 116 |
|
|
2024
Q4 | $3.17M | Sell |
7,862
-985
| -11% | -$398K | 0.03% | 114 |
|
|
2024
Q3 | $3.37M | Sell |
8,847
-125
| -1% | -$47.7K | 0.03% | 112 |
|
|
2024
Q2 | $3.39M | Hold |
8,972
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $2.86M | Sell |
8,972
-2,675
| -23% | -$854K | 0.03% | 96 |
|
|
2023
Q4 | $3.62M | Sell |
11,647
-211
| -2% | -$65.5K | 0.04% | 92 |
|
|
2023
Q3 | $3.21M | Buy |
11,858
+704
| +6% | +$191K | 0.04% | 94 |
|
|
2023
Q2 | $3.07M | Buy |
11,154
+113
| +1% | +$31.1K | 0.03% | 99 |
|
|
2023
Q1 | $2.7M | Sell |
11,041
-3,825
| -26% | -$935K | 0.03% | 100 |
|
|
2022
Q4 | $3.18M | Hold |
14,866
| – | – | 0.04% | 96 |
|
|
2022
Q3 | $3.13M | Hold |
14,866
| – | – | 0.04% | 97 |
|
|
2022
Q2 | $3.25M | Sell |
14,866
-706
| -5% | -$154K | 0.04% | 96 |
|
|
2022
Q1 | $4.32M | Sell |
15,572
-14,861
| -49% | -$4.13M | 0.04% | 92 |
|
|
2021
Q4 | $9.3M | Sell |
30,433
-2,053
| -6% | -$627K | 0.09% | 73 |
|
|
2021
Q3 | $8.9M | Sell |
32,486
-380
| -1% | -$104K | 0.09% | 72 |
|
|
2021
Q2 | $8.92M | Buy |
32,866
+17,208
| +110% | +$4.67M | 0.09% | 72 |
|
|
2021
Q1 | $3.81M | Sell |
15,658
-4,835
| -24% | -$1.18M | 0.04% | 96 |
|
|
2020
Q4 | $4.94M | Hold |
20,493
| – | – | 0.06% | 85 |
|
|
2020
Q3 | $4.45M | Buy |
+20,493
| New | +$4.45M | 0.06% | 85 |
|
|
2018
Q4 | – | Sell |
-740
| Closed | -$115K | – | 710 |
|
|
2018
Q3 | $115K | Sell |
740
-230
| -24% | -$35.7K | ﹤0.01% | 335 |
|
|
2018
Q2 | $139K | Hold |
970
| – | – | ﹤0.01% | 313 |
|
|
2018
Q1 | $132K | Hold |
970
| – | – | ﹤0.01% | 331 |
|
|
2017
Q4 | $131K | Sell |
970
-40
| -4% | -$5.4K | ﹤0.01% | 333 |
|
|
2017
Q3 | $126K | Hold |
1,010
| – | – | ﹤0.01% | 332 |
|
|
2017
Q2 | $123K | Hold |
1,010
| – | – | ﹤0.01% | 335 |
|
|
2017
Q1 | $115K | Hold |
1,010
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $106K | Sell |
1,010
-95
| -9% | -$9.97K | ﹤0.01% | 326 |
|
|
2016
Q3 | $115K | Sell |
1,105
-1,250
| -53% | -$130K | ﹤0.01% | 319 |
|
|
2016
Q2 | $236K | Hold |
2,355
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $235K | Hold |
2,355
| – | – | 0.01% | 233 |
|
|
2015
Q4 | $234K | Buy |
+2,355
| New | +$234K | 0.01% | 252 |
|