Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	1,122	–	–	﹤0.01%	339
2026 Q1	$146K	Hold	1,122	–	–	﹤0.01%	346
2025 Q4	$157K	Hold	1,122	–	–	﹤0.01%	340
2025 Q3	$161K	Hold	1,122	–	–	﹤0.01%	337
2025 Q2	$156K	Hold	1,122	–	–	﹤0.01%	306
2025 Q1	$130K	Hold	1,122	–	–	﹤0.01%	310
2024 Q4	$149K	Hold	1,122	–	–	﹤0.01%	313
2024 Q3	$135K	Hold	1,122	–	–	﹤0.01%	316
2024 Q2	$129K	Sell	1,122 -63	-5%	-$6.92K	﹤0.01%	312
2024 Q1	$126K	Buy	1,185 +63	+6%	+$6.82K	﹤0.01%	311
2023 Q4	$117K	Hold	1,122	–	–	﹤0.01%	331
2023 Q3	$99.8K	Hold	1,122	–	–	﹤0.01%	356
2023 Q2	$108K	Hold	1,122	–	–	﹤0.01%	356
2023 Q1	$102K	Sell	1,122 -1,078	-49%	-$96.2K	﹤0.01%	341
2022 Q4	$184K	Hold	2,200	–	–	﹤0.01%	287
2022 Q3	$173K	Hold	2,200	–	–	﹤0.01%	298
2022 Q2	$174K	Hold	2,200	–	–	﹤0.01%	306
2022 Q1	$221K	Hold	2,200	–	–	﹤0.01%	294
2021 Q4	$253K	Hold	2,200	–	–	﹤0.01%	289
2021 Q3	$247K	Hold	2,200	–	–	﹤0.01%	282
2021 Q2	$249K	Hold	2,200	–	–	﹤0.01%	289
2021 Q1	$225K	Hold	2,200	–	–	﹤0.01%	279
2020 Q4	$226K	Hold	2,200	–	–	﹤0.01%	270
2020 Q3	$190K	Hold	2,200	–	–	﹤0.01%	264
2020 Q2	$174K	Hold	2,200	–	–	﹤0.01%	261
2020 Q1	$134K	Hold	2,200	–	–	﹤0.01%	270
2019 Q4	$168K	Hold	2,200	–	–	﹤0.01%	289
2019 Q3	$155K	Hold	2,200	–	–	﹤0.01%	289
2019 Q2	$157K	Hold	2,200	–	–	﹤0.01%	284
2019 Q1	$149K	Sell	2,200 -540	-20%	-$34.7K	﹤0.01%	282
2018 Q4	$156K	Buy	2,740 +540	+25%	+$32.9K	﹤0.01%	274
2018 Q3	$149K	Hold	2,200	–	–	﹤0.01%	292
2018 Q2	$139K	Sell	2,200 -678	-24%	-$42.7K	﹤0.01%	314
2018 Q1	$177K	Buy	2,878 +678	+31%	+$42.3K	﹤0.01%	292
2017 Q4	$133K	Hold	2,200	–	–	﹤0.01%	330
2017 Q3	$125K	Hold	2,200	–	–	﹤0.01%	333
2017 Q2	$121K	Hold	2,200	–	–	﹤0.01%	337
2017 Q1	$114K	Hold	2,200	–	–	﹤0.01%	334
2016 Q4	$107K	Hold	2,200	–	–	﹤0.01%	324
2016 Q3	$107K	Sell	2,200 -2,600	-54%	-$126K	﹤0.01%	326
2016 Q2	$225K	Hold	4,800	–	–	0.01%	247
2016 Q1	$221K	Hold	4,800	–	–	0.01%	238
2015 Q4	$221K	Buy	+4,800	New	+$223K	0.01%	258
2015 Q2	–	Sell	-3,400	Closed	-$166K	–	622
2015 Q1	$166K	Buy	+3,400	New	+$162K	﹤0.01%	306

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,122 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWP in Q1 2015 and has held it in 44 quarters since. The position peaked at $253K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,122 shares of iShares Russell Mid-Cap Growth ETF worth $164K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #339 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 44 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $253K in Q4 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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