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

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Sell
5,998
-90
-1% -$32.8K 0.02% 120
2026
Q1 		$2.02M Hold
6,088
– – 0.02% 122
2025
Q4 		$2.11M Sell
6,088
-130
-2% -$42.3K 0.02% 122
2025
Q3 		$2.03M Hold
6,218
– – 0.02% 122
2025
Q2 		$1.78M Sell
6,218
-120
-2% -$31.6K 0.02% 129
2025
Q1 		$1.56M Sell
6,338
-270
-4% -$76.2K 0.02% 135
2024
Q4 		$1.95M Hold
6,608
– – 0.02% 135
2024
Q3 		$1.87M Sell
6,608
-85
-1% -$23.3K 0.02% 136
2024
Q2 		$1.94M Buy
6,693
+702
+12% +$182K 0.02% 120
2024
Q1 		$1.49M Sell
5,991
-30
-0.5% -$7.67K 0.01% 126
2023
Q4 		$1.47M Sell
6,021
-132
-2% -$29.8K 0.01% 131
2023
Q3 		$1.3M Hold
6,153
– – 0.01% 132
2023
Q2 		$1.49M Sell
6,153
-1,380
-18% -$316K 0.02% 129
2023
Q1 		$1.71M Sell
7,533
-70
-0.9% -$16K 0.02% 118
2022
Q4 		$1.63M Sell
7,603
-158
-2% -$34.6K 0.02% 118
2022
Q3 		$1.6M Sell
7,761
-340
-4% -$76.5K 0.02% 118
2022
Q2 		$1.67M Sell
8,101
-760
-9% -$169K 0.02% 121
2022
Q1 		$2.27M Sell
8,861
-1,960
-18% -$502K 0.02% 113
2021
Q4 		$3.17M Buy
10,821
+4,513
+72% +$1.36M 0.03% 105
2021
Q3 		$1.85M Sell
6,308
-615
-9% -$185K 0.02% 128
2021
Q2 		$2.16M Buy
6,923
+1,183
+21% +$356K 0.02% 122
2021
Q1 		$1.73M Sell
5,740
-900
-14% -$279K 0.02% 128
2020
Q4 		$1.9M Buy
6,640
+4,445
+203% +$1.13M 0.02% 119
2020
Q3 		$486K Buy
2,195
+2,145
+4,290% +$469K 0.01% 189
2020
Q2 		$10K Buy
+50
New +$9.35K ﹤0.01% 499
2018
Q2 		– Sell
-110
Closed -$21K – 703
2018
Q1 		$21K Buy
+110
New +$21.1K ﹤0.01% 533
2016
Q3 		– Sell
-221
Closed -$30K – 622
2016
Q2 		$30K Hold
221
– – ﹤0.01% 447
2016
Q1 		$29K Sell
221
-21
-9% -$2.62K ﹤0.01% 451
2015
Q4 		$34K Buy
242
+190
+365% +$26.9K ﹤0.01% 470
2015
Q3 		$8K Hold
52
– – ﹤0.01% 560
2015
Q2 		$8K Buy
+52
New +$7.97K ﹤0.01% 560

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q2 2026, selling an estimated $32.8K and leaving 5,998 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #120.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWO in Q2 2015 and has held it in 31 quarters since. The position peaked at $3.17M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 5,998 shares of iShares Russell 2000 Growth ETF worth $2.36M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 90 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $32.8K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #120 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 31 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell 2000 Growth ETF position peaked at $3.17M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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