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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
5,328
-275
-5% -$57.6K 0.01% 162
2026
Q1 		$1.12M Hold
5,603
– – 0.01% 152
2025
Q4 		$1.1M Sell
5,603
-2,370
-30% -$426K 0.01% 155
2025
Q3 		$1.43M Hold
7,973
– – 0.01% 142
2025
Q2 		$1.26M Hold
7,973
– – 0.01% 145
2025
Q1 		$1.14M Sell
7,973
-270
-3% -$43.6K 0.01% 150
2024
Q4 		$1.39M Sell
8,243
-680
-8% -$116K 0.01% 146
2024
Q3 		$1.48M Sell
8,923
-150
-2% -$24.4K 0.01% 144
2024
Q2 		$1.53M Buy
9,073
+329
+4% +$50.3K 0.01% 128
2024
Q1 		$1.31M Sell
8,744
-14
-0.2% -$2.12K 0.01% 134
2023
Q4 		$1.3M Sell
8,758
-109
-1% -$15.1K 0.01% 139
2023
Q3 		$1.17M Sell
8,867
-734
-8% -$105K 0.01% 137
2023
Q2 		$1.35M Sell
9,601
-1,608
-14% -$217K 0.01% 142
2023
Q1 		$1.54M Sell
11,209
-304
-3% -$44.1K 0.02% 127
2022
Q4 		$1.6M Hold
11,513
– – 0.02% 122
2022
Q3 		$1.48M Sell
11,513
-175
-1% -$25.3K 0.02% 126
2022
Q2 		$1.59M Sell
11,688
-1,339
-10% -$199K 0.02% 125
2022
Q1 		$2.1M Hold
13,027
– – 0.02% 119
2021
Q4 		$2.16M Buy
13,027
+6,574
+102% +$1.1M 0.02% 121
2021
Q3 		$1.03M Sell
6,453
-405
-6% -$65.1K 0.01% 164
2021
Q2 		$1.14M Buy
6,858
+1,998
+41% +$330K 0.01% 161
2021
Q1 		$775K Sell
4,860
-450
-8% -$68K 0.01% 175
2020
Q4 		$700K Buy
5,310
+2,693
+103% +$318K 0.01% 177
2020
Q3 		$260K Buy
2,617
+2,595
+11,795% +$264K ﹤0.01% 244
2020
Q2 		$2K Buy
+22
New +$2K ﹤0.01% 564
2018
Q2 		– Sell
-159
Closed -$19K – 702
2018
Q1 		$19K Buy
+159
New +$19.9K ﹤0.01% 543
2014
Q4 		– Sell
-893
Closed -$84K – 629
2014
Q3 		$84K Sell
893
-1,490
-63% -$147K ﹤0.01% 361
2014
Q2 		$246K Sell
2,383
-177
-7% -$17.6K 0.01% 249
2014
Q1 		$258K Buy
2,560
+177
+7% +$17.4K 0.01% 243
2013
Q4 		$237K Hold
2,383
– – 0.01% 244
2013
Q3 		$218K Sell
2,383
-100
-4% -$9.02K 0.01% 240
2013
Q2 		$213K Buy
+2,483
New +$210K 0.01% 246

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.9% in Q2 2026, selling an estimated $57.6K and leaving 5,328 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #162.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWN in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.16M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 5,328 shares of iShares Russell 2000 Value ETF worth $1.18M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 275 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $57.6K.
  • iShares Russell 2000 Value ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #162 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 32 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 2000 Value ETF position peaked at $2.16M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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