LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
3,198
-354
| -10% | -$76.4K | 0.01% | 183 |
|
|
2025
Q1 | $676K | Hold |
3,552
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $805K | Sell |
3,552
-160
| -4% | -$36.2K | 0.01% | 181 |
|
|
2024
Q3 | $816K | Sell |
3,712
-105
| -3% | -$23.1K | 0.01% | 182 |
|
|
2024
Q2 | $857K | Sell |
3,817
-75
| -2% | -$16.8K | 0.01% | 161 |
|
|
2024
Q1 | $760K | Hold |
3,892
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $751K | Sell |
3,892
-245
| -6% | -$47.3K | 0.01% | 173 |
|
|
2023
Q3 | $703K | Buy |
4,137
+130
| +3% | +$22.1K | 0.01% | 171 |
|
|
2023
Q2 | $750K | Hold |
4,007
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $715K | Hold |
4,007
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $699K | Hold |
4,007
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $661K | Hold |
4,007
| – | – | 0.01% | 177 |
|
|
2022
Q2 | $679K | Hold |
4,007
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $823K | Sell |
4,007
-2,658
| -40% | -$546K | 0.01% | 175 |
|
|
2021
Q4 | $1.48M | Hold |
6,665
| – | – | 0.01% | 143 |
|
|
2021
Q3 | $1.46M | Sell |
6,665
-130
| -2% | -$28.4K | 0.01% | 143 |
|
|
2021
Q2 | $1.56M | Buy |
6,795
+1,989
| +41% | +$456K | 0.02% | 146 |
|
|
2021
Q1 | $1.06M | Sell |
4,806
-741
| -13% | -$164K | 0.01% | 155 |
|
|
2020
Q4 | $1.09M | Sell |
5,547
-898
| -14% | -$176K | 0.01% | 152 |
|
|
2020
Q3 | $965K | Buy |
6,445
+3,291
| +104% | +$493K | 0.01% | 145 |
|
|
2020
Q2 | $452K | Buy |
3,154
+213
| +7% | +$30.5K | 0.01% | 185 |
|
|
2020
Q1 | $337K | Hold |
2,941
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $487K | Sell |
2,941
-87
| -3% | -$14.4K | 0.01% | 209 |
|
|
2019
Q3 | $458K | Buy |
3,028
+62
| +2% | +$9.38K | 0.01% | 207 |
|
|
2019
Q2 | $461K | Hold |
2,966
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $454K | Buy |
2,966
+25
| +0.9% | +$3.83K | 0.01% | 197 |
|
|
2018
Q4 | $394K | Hold |
2,941
| – | – | 0.01% | 208 |
|
|
2018
Q3 | $496K | Hold |
2,941
| – | – | 0.01% | 203 |
|
|
2018
Q2 | $482K | Buy |
2,941
+141
| +5% | +$23.1K | 0.01% | 203 |
|
|
2018
Q1 | $425K | Buy |
2,800
+134
| +5% | +$20.3K | 0.01% | 212 |
|
|
2017
Q4 | $406K | Hold |
2,666
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $395K | Hold |
2,666
| – | – | 0.01% | 213 |
|
|
2017
Q2 | $377K | Hold |
2,666
| – | – | 0.01% | 214 |
|
|
2017
Q1 | $367K | Hold |
2,666
| – | – | 0.01% | 214 |
|
|
2016
Q4 | $360K | Hold |
2,666
| – | – | 0.01% | 214 |
|
|
2016
Q3 | $331K | Sell |
2,666
-25
| -0.9% | -$3.1K | 0.01% | 218 |
|
|
2016
Q2 | $309K | Hold |
2,691
| – | – | 0.01% | 218 |
|
|
2016
Q1 | $298K | Buy |
2,691
+239
| +10% | +$26.5K | 0.01% | 219 |
|
|
2015
Q4 | $276K | Buy |
2,452
+25
| +1% | +$2.81K | 0.01% | 238 |
|
|
2015
Q3 | $303K | Hold |
2,427
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $303K | Hold |
2,427
| – | – | 0.01% | 239 |
|
|
2015
Q1 | $302K | Sell |
2,427
-173
| -7% | -$21.5K | 0.01% | 249 |
|
|
2014
Q4 | $311K | Hold |
2,600
| – | – | 0.01% | 238 |
|
|
2014
Q3 | $284K | Hold |
2,600
| – | – | 0.01% | 231 |
|
|
2014
Q2 | $309K | Hold |
2,600
| – | – | 0.01% | 231 |
|
|
2014
Q1 | $302K | Hold |
2,600
| – | – | 0.01% | 228 |
|
|
2013
Q4 | $300K | Hold |
2,600
| – | – | 0.01% | 225 |
|
|
2013
Q3 | $277K | Hold |
2,600
| – | – | 0.01% | 221 |
|
|
2013
Q2 | $252K | Buy |
+2,600
| New | +$252K | 0.01% | 237 |
|