Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	3,898 +500	+15%	+$141K	0.01%	163
2026 Q1	$888K	Hold	3,398	–	–	0.01%	178
2025 Q4	$900K	Buy	3,398 +58	+2%	+$14.3K	0.01%	180
2025 Q3	$823K	Buy	3,340 +142	+4%	+$32.6K	0.01%	192
2025 Q2	$690K	Sell	3,198 -354	-10%	-$71.2K	0.01%	183
2025 Q1	$676K	Hold	3,552	–	–	0.01%	183
2024 Q4	$805K	Sell	3,552 -160	-4%	-$36.5K	0.01%	181
2024 Q3	$816K	Sell	3,712 -105	-3%	-$22.5K	0.01%	182
2024 Q2	$857K	Sell	3,817 -75	-2%	-$15.2K	0.01%	161
2024 Q1	$760K	Hold	3,892	–	–	0.01%	166
2023 Q4	$751K	Sell	3,892 -245	-6%	-$43.9K	0.01%	173
2023 Q3	$703K	Buy	4,137 +130	+3%	+$24.4K	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%	-$542K	0.01%	175
2021 Q4	$1.48M	Hold	6,665	–	–	0.01%	143
2021 Q3	$1.46M	Sell	6,665 -130	-2%	-$28.8K	0.01%	143
2021 Q2	$1.56M	Buy	6,795 +1,989	+41%	+$447K	0.02%	146
2021 Q1	$1.06M	Sell	4,806 -741	-13%	-$162K	0.01%	155
2020 Q4	$1.09M	Sell	5,547 -898	-14%	-$157K	0.01%	152
2020 Q3	$965K	Buy	6,445 +3,291	+104%	+$495K	0.01%	145
2020 Q2	$452K	Buy	3,154 +213	+7%	+$27.9K	0.01%	185
2020 Q1	$337K	Hold	2,941	–	–	0.01%	200
2019 Q4	$487K	Sell	2,941 -87	-3%	-$13.7K	0.01%	209
2019 Q3	$458K	Buy	3,028 +62	+2%	+$9.47K	0.01%	207
2019 Q2	$461K	Hold	2,966	–	–	0.01%	199
2019 Q1	$454K	Buy	2,966 +25	+0.9%	+$3.76K	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%	+$22.6K	0.01%	203
2018 Q1	$425K	Buy	2,800 +134	+5%	+$20.7K	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%	-$3.04K	0.01%	218
2016 Q2	$309K	Hold	2,691	–	–	0.01%	218
2016 Q1	$298K	Buy	2,691 +239	+10%	+$24.7K	0.01%	219
2015 Q4	$276K	Buy	2,452 +25	+1%	+$2.88K	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%	-$20.9K	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	+$248K	0.01%	237

Other funds holding IWM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IWM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 3,898 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #163.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.56M in Q2 2021. 1,644 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,898 shares of iShares Russell 2000 ETF worth $1.17M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 500 iShares Russell 2000 ETF shares in Q2 2026, an estimated $141K.
iShares Russell 2000 ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #163 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 2000 ETF position peaked at $1.56M in Q2 2021.
1,644 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.