Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Hold |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $51K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $63K | Sell |
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|
2019
Q3 | $66K | Sell |
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|
2019
Q2 | $116K | Hold |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $115K | Sell |
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|
2018
Q1 | $179K | Buy |
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|
2017
Q4 | $116K | Hold |
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|
2017
Q3 | $110K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $108K | Sell |
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|
2016
Q4 | $135K | Hold |
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|
2016
Q3 | $129K | Sell |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $239K | Hold |
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|
2015
Q4 | $232K | Buy |
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