Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Hold |
|
|||||
|
2025
Q2 | $1.78M | Sell |
|
|||||
|
2025
Q1 | $1.56M | Sell |
|
|||||
|
2024
Q4 | $1.95M | Hold |
|
|||||
|
2024
Q3 | $1.87M | Sell |
|
|||||
|
2024
Q2 | $1.94M | Buy |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.47M | Sell |
|
|||||
|
2023
Q3 | $1.3M | Hold |
|
|||||
|
2023
Q2 | $1.49M | Sell |
|
|||||
|
2023
Q1 | $1.71M | Sell |
|
|||||
|
2022
Q4 | $1.63M | Sell |
|
|||||
|
2022
Q3 | $1.6M | Sell |
|
|||||
|
2022
Q2 | $1.67M | Sell |
|
|||||
|
2022
Q1 | $2.27M | Sell |
|
|||||
|
2021
Q4 | $3.17M | Buy |
|
|||||
|
2021
Q3 | $1.85M | Sell |
|
|||||
|
2021
Q2 | $2.16M | Buy |
|
|||||
|
2021
Q1 | $1.73M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Buy |
|
|||||
|
2020
Q3 | $486K | Buy |
|
|||||
|
2020
Q2 | $10K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $21K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $30K | Hold |
|
|||||
|
2016
Q1 | $29K | Sell |
|
|||||
|
2015
Q4 | $34K | Buy |
|
|||||
|
2015
Q3 | $8K | Hold |
|
|||||
|
2015
Q2 | $8K | Buy |
|