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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Hold	2,259	–	–	﹤0.01%	259
2026 Q1	$342K	Hold	2,259	–	–	﹤0.01%	268
2025 Q4	$335K	Hold	2,259	–	–	﹤0.01%	272
2025 Q3	$316K	Hold	2,259	–	–	﹤0.01%	279
2025 Q2	$299K	Hold	2,259	–	–	﹤0.01%	242
2025 Q1	$271K	Hold	2,259	–	–	﹤0.01%	242
2024 Q4	$303K	Hold	2,259	–	–	﹤0.01%	241
2024 Q3	$298K	Hold	2,259	–	–	﹤0.01%	239
2024 Q2	$287K	Sell	2,259 -101	-4%	-$12.3K	﹤0.01%	238
2024 Q1	$280K	Buy	2,360 +101	+4%	+$11.9K	﹤0.01%	243
2023 Q4	$258K	Hold	2,259	–	–	﹤0.01%	254
2023 Q3	$231K	Hold	2,259	–	–	﹤0.01%	272
2023 Q2	$248K	Hold	2,259	–	–	﹤0.01%	271
2023 Q1	$240K	Hold	2,259	–	–	﹤0.01%	258
2022 Q4	$238K	Hold	2,259	–	–	﹤0.01%	263
2022 Q3	$217K	Hold	2,259	–	–	﹤0.01%	274
2022 Q2	$229K	Hold	2,259	–	–	﹤0.01%	270
2022 Q1	$270K	Hold	2,259	–	–	﹤0.01%	267
2021 Q4	$276K	Hold	2,259	–	–	﹤0.01%	272
2021 Q3	$256K	Hold	2,259	–	–	﹤0.01%	278
2021 Q2	$260K	Hold	2,259	–	–	﹤0.01%	284
2021 Q1	$247K	Hold	2,259	–	–	﹤0.01%	272
2020 Q4	$219K	Buy	2,259 +1,596	+241%	+$144K	﹤0.01%	271
2020 Q3	$54K	Hold	663	–	–	﹤0.01%	390
2020 Q2	$51K	Hold	663	–	–	﹤0.01%	377
2020 Q1	$42K	Hold	663	–	–	﹤0.01%	398
2019 Q4	$63K	Sell	663 -77	-10%	-$7.03K	﹤0.01%	394
2019 Q3	$66K	Sell	740 -560	-43%	-$49.6K	﹤0.01%	383
2019 Q2	$116K	Hold	1,300	–	–	﹤0.01%	324
2019 Q1	$113K	Hold	1,300	–	–	﹤0.01%	313
2018 Q4	$99K	Hold	1,300	–	–	﹤0.01%	324
2018 Q3	$117K	Hold	1,300	–	–	﹤0.01%	333
2018 Q2	$115K	Sell	1,300 -775	-37%	-$68.1K	﹤0.01%	338
2018 Q1	$179K	Buy	2,075 +775	+60%	+$68.7K	﹤0.01%	287
2017 Q4	$116K	Hold	1,300	–	–	﹤0.01%	350
2017 Q3	$110K	Hold	1,300	–	–	﹤0.01%	346
2017 Q2	$110K	Hold	1,300	–	–	﹤0.01%	343
2017 Q1	$108K	Sell	1,300 -375	-22%	-$31K	﹤0.01%	338
2016 Q4	$135K	Hold	1,675	–	–	﹤0.01%	310
2016 Q3	$129K	Sell	1,675 -1,700	-50%	-$130K	﹤0.01%	310
2016 Q2	$251K	Hold	3,375	–	–	0.01%	238
2016 Q1	$239K	Hold	3,375	–	–	0.01%	232
2015 Q4	$232K	Buy	+3,375	New	+$237K	0.01%	253

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,259 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWS in Q4 2015 and has held it in 43 quarters since. 452 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,259 shares of iShares Russell Mid-Cap Value ETF worth $372K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #259 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
452 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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