Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.6M | Hold |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $2.1M | Hold |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $84K | Sell |
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|
2014
Q2 | $246K | Sell |
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|
2014
Q1 | $258K | Buy |
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|
2013
Q4 | $237K | Hold |
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|
2013
Q3 | $218K | Sell |
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|
2013
Q2 | $213K | Buy |
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