Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Hold |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $149K | Hold |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $99.8K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $102K | Sell |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $190K | Hold |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $156K | Buy |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $177K | Buy |
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|
2017
Q4 | $133K | Hold |
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|
2017
Q3 | $125K | Hold |
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|
2017
Q2 | $121K | Hold |
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|
2017
Q1 | $114K | Hold |
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|
2016
Q4 | $107K | Hold |
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|
2016
Q3 | $107K | Sell |
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|
2016
Q2 | $225K | Hold |
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|
2016
Q1 | $221K | Hold |
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|
2015
Q4 | $221K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $166K | Buy |
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