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iShares Russell Midcap Value Index shares owned by Loring Wolcott Coolidge Fa

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Loring Wolcott Coolidge Fa from 13F filings

Historical chart of Loring Wolcott Coolidge Fa investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Loring Wolcott Coolidge Fa

Quarter filed Position value Share count Share price at filing
2024-03-31 $280k 2.4k 118.80
2023-12-31 $258k 2.3k 114.17
2023-09-30 $231k 2.3k 102.05
2023-06-30 $248k 2.3k 109.84
2023-03-31 $240k 2.3k 106.20
2022-12-31 $252k 2.3k 111.55
2022-09-30 $217k 2.3k 96.06
2022-06-30 $229k 2.3k 101.37
2022-03-31 $270k 2.3k 119.52
2021-12-31 $276k 2.3k 122.18
2021-09-30 $256k 2.3k 113.32
2021-06-30 $260k 2.3k 115.10
2021-03-31 $247k 2.3k 109.34
2020-12-31 $219k 2.3k 96.95
2020-09-30 $54k 663 81.45
2020-06-30 $51k 663 76.92
2020-03-31 $42k 663 63.35
2019-12-31 $63k 663 95.02
2019-09-30 $66k 740 89.19
2019-06-30 $116k 1.3k 89.23
2019-03-31 $113k 1.3k 86.92
2018-12-31 $99k 1.3k 76.15
2018-09-30 $117k 1.3k 90.00
2018-06-30 $115k 1.3k 88.46
2018-03-31 $179k 2.1k 86.27
2017-12-31 $116k 1.3k 89.23
2017-09-30 $110k 1.3k 84.62
2017-06-30 $110k 1.3k 84.62
2017-03-31 $108k 1.3k 83.08
2016-12-31 $135k 1.7k 80.60
2016-09-30 $129k 1.7k 77.01
2016-06-30 $251k 3.4k 74.37
2016-03-31 $239k 3.4k 70.81
2015-12-31 $232k 3.4k 68.74

More positions owned by Loring Wolcott Coolidge Fa

Microsoft Corp Common Stock (MSFT)
Mastercard Common Stock (MA)
Intuit Common Stock (INTU)
Alphabet Common Stock (GOOGL)
Fiserv Common Stock (FI)
Stryker Corp Common Stock (SYK)
Danaher Corp Shs Ben Int Common Stock (DHR)
Amazon.com Common Stock (AMZN)
Thermo Fisher Scientific Common Stock (TMO)
Adobe Systems Common Stock (ADBE)
Apple Common Stock (AAPL)
American Tower Corp Common Stock (AMT)
Tjx Companies Common Stock (TJX)
Nxp Semiconductors Foreign Stock (NXPI)
Servicenow Common Stock (NOW)

View all positions for Loring Wolcott Coolidge Fa

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index