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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Hold	710	–	–	﹤0.01%	255
2025 Q1	$216K	Sell	710 -15	-2%	-$4.57K	﹤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%	-$14K	﹤0.01%	298
2023 Q2	$199K	Buy	782 +57	+8%	+$14.5K	﹤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	+$186K	﹤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	+$87K	﹤0.01%	354