Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$288K	Sell	675 -35	-5%	-$14.4K	﹤0.01%	285
2026 Q1	$275K	Hold	710	–	–	﹤0.01%	290
2025 Q4	$281K	Hold	710	–	–	﹤0.01%	285
2025 Q3	$271K	Hold	710	–	–	﹤0.01%	291
2025 Q2	$249K	Hold	710	–	–	﹤0.01%	255
2025 Q1	$216K	Sell	710 -15	-2%	-$5.03K	﹤0.01%	256
2024 Q4	$249K	Hold	725	–	–	﹤0.01%	260
2024 Q3	$239K	Hold	725	–	–	﹤0.01%	266
2024 Q2	$233K	Hold	725	–	–	﹤0.01%	261
2024 Q1	$207K	Hold	725	–	–	﹤0.01%	271
2023 Q4	$200K	Hold	725	–	–	﹤0.01%	280
2023 Q3	$178K	Sell	725 -57	-7%	-$14.6K	﹤0.01%	298
2023 Q2	$199K	Buy	782 +57	+8%	+$13.7K	﹤0.01%	296
2023 Q1	$171K	Hold	725	–	–	﹤0.01%	287
2022 Q4	$160K	Hold	725	–	–	﹤0.01%	294
2022 Q3	$150K	Hold	725	–	–	﹤0.01%	307
2022 Q2	$158K	Hold	725	–	–	﹤0.01%	316
2022 Q1	$190K	Hold	725	–	–	﹤0.01%	311
2021 Q4	$201K	Hold	725	–	–	﹤0.01%	311
2021 Q3	$185K	Hold	725	–	–	﹤0.01%	317
2021 Q2	$186K	Buy	+725	New	+$181K	﹤0.01%	330
2021 Q1	–	Sell	-725	Closed	-$162K	–	509
2020 Q4	$162K	Hold	725	–	–	﹤0.01%	296
2020 Q3	$142K	Hold	725	–	–	﹤0.01%	289
2020 Q2	$131K	Hold	725	–	–	﹤0.01%	281
2020 Q1	$108K	Hold	725	–	–	﹤0.01%	288
2019 Q4	$137K	Hold	725	–	–	﹤0.01%	307
2019 Q3	$126K	Hold	725	–	–	﹤0.01%	307
2019 Q2	$125K	Hold	725	–	–	﹤0.01%	314
2019 Q1	$121K	Hold	725	–	–	﹤0.01%	303
2018 Q4	$107K	Hold	725	–	–	﹤0.01%	314
2018 Q3	$125K	Hold	725	–	–	﹤0.01%	322
2018 Q2	$118K	Hold	725	–	–	﹤0.01%	336
2018 Q1	$113K	Hold	725	–	–	﹤0.01%	354
2017 Q4	$115K	Hold	725	–	–	﹤0.01%	351
2017 Q3	$108K	Hold	725	–	–	﹤0.01%	347
2017 Q2	$106K	Hold	725	–	–	﹤0.01%	346
2017 Q1	$101K	Hold	725	–	–	﹤0.01%	347
2016 Q4	$96K	Hold	725	–	–	﹤0.01%	331
2016 Q3	$93K	Hold	725	–	–	﹤0.01%	342
2016 Q2	$90K	Hold	725	–	–	﹤0.01%	333
2016 Q1	$88K	Hold	725	–	–	﹤0.01%	323
2015 Q4	$87K	Buy	+725	New	+$88.2K	﹤0.01%	354

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 4.9% in Q2 2026, selling an estimated $14.4K and leaving 675 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IWV in Q4 2015 and has held it in 42 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 675 shares of iShares Russell 3000 ETF worth $288K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 35 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.4K.
iShares Russell 3000 ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #285 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 42 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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