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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$439K	Buy	3,979 +2,400	+152%	+$252K	﹤0.01%	245
2026 Q1	$159K	Hold	1,579	–	–	﹤0.01%	337
2025 Q4	$159K	Hold	1,579	–	–	﹤0.01%	338
2025 Q3	$153K	Buy	1,579 +370	+31%	+$35.1K	﹤0.01%	344
2025 Q2	$111K	Hold	1,209	–	–	﹤0.01%	336
2025 Q1	$98.8K	Hold	1,209	–	–	﹤0.01%	332
2024 Q4	$111K	Hold	1,209	–	–	﹤0.01%	332
2024 Q3	$107K	Hold	1,209	–	–	﹤0.01%	335
2024 Q2	$103K	Hold	1,209	–	–	﹤0.01%	330
2024 Q1	$96K	Sell	1,209 -148	-11%	-$11.7K	﹤0.01%	336
2023 Q4	$104K	Hold	1,357	–	–	﹤0.01%	344
2023 Q3	$91.8K	Sell	1,357 -153	-10%	-$11.2K	﹤0.01%	362
2023 Q2	$110K	Hold	1,510	–	–	﹤0.01%	354
2023 Q1	$106K	Buy	1,510 +153	+11%	+$10.8K	﹤0.01%	337
2022 Q4	$91.5K	Buy	1,357 +296	+28%	+$20K	﹤0.01%	355
2022 Q3	$66K	Hold	1,061	–	–	﹤0.01%	383
2022 Q2	$69K	Sell	1,061 -196	-16%	-$14K	﹤0.01%	394
2022 Q1	$98K	Hold	1,257	–	–	﹤0.01%	375
2021 Q4	$104K	Buy	1,257 +196	+18%	+$16.1K	﹤0.01%	382
2021 Q3	$83K	Hold	1,061	–	–	﹤0.01%	410
2021 Q2	$84K	Buy	+1,061	New	+$82.3K	﹤0.01%	418
2021 Q1	–	Sell	-1,061	Closed	-$73K	–	508
2020 Q4	$73K	Hold	1,061	–	–	﹤0.01%	387
2020 Q3	$61K	Hold	1,061	–	–	﹤0.01%	374
2020 Q2	$57K	Buy	+1,061	New	+$53.2K	﹤0.01%	366
2018 Q2	–	Sell	-44	Closed	-$2K	–	704
2018 Q1	$2K	Hold	44	–	–	﹤0.01%	664
2017 Q4	$2K	Hold	44	–	–	﹤0.01%	651
2017 Q3	$2K	Hold	44	–	–	﹤0.01%	650
2017 Q2	$2K	Buy	+44	New	+$2.09K	﹤0.01%	620
2016 Q4	–	Sell	-96	Closed	-$4K	–	604
2016 Q3	$4K	Sell	96 -136	-59%	-$5.89K	﹤0.01%	585
2016 Q2	$10K	Hold	232	–	–	﹤0.01%	543
2016 Q1	$9K	Hold	232	–	–	﹤0.01%	544
2015 Q4	$9K	Hold	232	–	–	﹤0.01%	569
2015 Q3	$10K	Hold	232	–	–	﹤0.01%	543
2015 Q2	$10K	Buy	+232	New	+$10.1K	﹤0.01%	543

Other funds holding IWR

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 152% in Q2 2026, buying an estimated $252K and bringing the position to 3,979 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWR in Q2 2015 and has held it in 34 quarters since. 1,015 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,979 shares of iShares Russell Mid-Cap ETF worth $439K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 2,400 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $252K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #245 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 34 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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