Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Hold |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $200K | Hold |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $199K | Buy |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $190K | Hold |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $185K | Hold |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $162K | Hold |
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|
2020
Q3 | $142K | Hold |
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|
2020
Q2 | $131K | Hold |
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|
2020
Q1 | $108K | Hold |
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|
2019
Q4 | $137K | Hold |
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|
2019
Q3 | $126K | Hold |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $107K | Hold |
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|
2018
Q3 | $125K | Hold |
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|
2018
Q2 | $118K | Hold |
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|
2018
Q1 | $113K | Hold |
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|
2017
Q4 | $115K | Hold |
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|
2017
Q3 | $108K | Hold |
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|
2017
Q2 | $106K | Hold |
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|
2017
Q1 | $101K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $93K | Hold |
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|
2016
Q2 | $90K | Hold |
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|
2016
Q1 | $88K | Hold |
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|
2015
Q4 | $87K | Buy |
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