LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
6,218
-120
| -2% | -$34.3K | 0.02% | 129 |
|
|
2025
Q1 | $1.56M | Sell |
6,338
-270
| -4% | -$66.4K | 0.02% | 135 |
|
|
2024
Q4 | $1.95M | Hold |
6,608
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $1.87M | Sell |
6,608
-85
| -1% | -$24.1K | 0.02% | 136 |
|
|
2024
Q2 | $1.94M | Buy |
6,693
+702
| +12% | +$203K | 0.02% | 120 |
|
|
2024
Q1 | $1.49M | Sell |
5,991
-30
| -0.5% | -$7.44K | 0.01% | 126 |
|
|
2023
Q4 | $1.47M | Sell |
6,021
-132
| -2% | -$32.3K | 0.01% | 131 |
|
|
2023
Q3 | $1.3M | Hold |
6,153
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $1.49M | Sell |
6,153
-1,380
| -18% | -$335K | 0.02% | 129 |
|
|
2023
Q1 | $1.71M | Sell |
7,533
-70
| -0.9% | -$15.9K | 0.02% | 118 |
|
|
2022
Q4 | $1.63M | Sell |
7,603
-158
| -2% | -$33.9K | 0.02% | 118 |
|
|
2022
Q3 | $1.6M | Sell |
7,761
-340
| -4% | -$70.2K | 0.02% | 118 |
|
|
2022
Q2 | $1.67M | Sell |
8,101
-760
| -9% | -$157K | 0.02% | 121 |
|
|
2022
Q1 | $2.27M | Sell |
8,861
-1,960
| -18% | -$501K | 0.02% | 113 |
|
|
2021
Q4 | $3.17M | Buy |
10,821
+4,513
| +72% | +$1.32M | 0.03% | 105 |
|
|
2021
Q3 | $1.85M | Sell |
6,308
-615
| -9% | -$181K | 0.02% | 128 |
|
|
2021
Q2 | $2.16M | Buy |
6,923
+1,183
| +21% | +$369K | 0.02% | 122 |
|
|
2021
Q1 | $1.73M | Sell |
5,740
-900
| -14% | -$271K | 0.02% | 128 |
|
|
2020
Q4 | $1.9M | Buy |
6,640
+4,445
| +203% | +$1.27M | 0.02% | 119 |
|
|
2020
Q3 | $486K | Buy |
2,195
+2,145
| +4,290% | +$475K | 0.01% | 189 |
|
|
2020
Q2 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 499 |
|
|
2018
Q2 | – | Sell |
-110
| Closed | -$21K | – | 703 |
|
|
2018
Q1 | $21K | Buy |
+110
| New | +$21K | ﹤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% | -$2.76K | ﹤0.01% | 451 |
|
|
2015
Q4 | $34K | Buy |
242
+190
| +365% | +$26.7K | ﹤0.01% | 470 |
|
|
2015
Q3 | $8K | Hold |
52
| – | – | ﹤0.01% | 560 |
|
|
2015
Q2 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 560 |
|