Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $823K | Buy |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $805K | Sell |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $760K | Hold |
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|
2023
Q4 | $751K | Sell |
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|
2023
Q3 | $703K | Buy |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $699K | Hold |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $1.48M | Hold |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $965K | Buy |
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|
2020
Q2 | $452K | Buy |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $461K | Hold |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $394K | Hold |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $425K | Buy |
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|
2017
Q4 | $406K | Hold |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $377K | Hold |
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|
2017
Q1 | $367K | Hold |
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|
2016
Q4 | $360K | Hold |
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|
2016
Q3 | $331K | Sell |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $276K | Buy |
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|
2015
Q3 | $303K | Hold |
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|
2015
Q2 | $303K | Hold |
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|
2015
Q1 | $302K | Sell |
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|
2014
Q4 | $311K | Hold |
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|
2014
Q3 | $284K | Hold |
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|
2014
Q2 | $309K | Hold |
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|
2014
Q1 | $302K | Hold |
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|
2013
Q4 | $300K | Hold |
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|
2013
Q3 | $277K | Hold |
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|
2013
Q2 | $252K | Buy |
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