S&CO Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

S&CO Inc’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.07M	Hold
2025 Q2	$3.71M	Sell
2025 Q1	$3.3M	Hold
2024 Q4	$3.61M	Sell
2024 Q3	$3.94M	Hold
2024 Q2	$3.81M	Buy
2024 Q1	$3M	Hold
2023 Q4	$2.67M	Hold
2023 Q3	$2.43M	Hold
2023 Q2	$2.51M	Hold
2023 Q1	$2.27M	Hold
2022 Q4	$2.08M	Hold
2022 Q3	$2.06M	Hold
2022 Q2	$2.15M	Hold
2022 Q1	$2.72M	Hold
2021 Q4	$2.98M	Hold
2021 Q3	$2.63M	Hold
2021 Q2	$2.59M	Sell
2021 Q1	$2.46M	Hold
2020 Q4	$2.41M	Hold
2020 Q3	$2.18M	Hold
2020 Q2	$1.96M	Hold
2020 Q1	$1.56M	Hold
2019 Q4	$1.83M	Sell
2019 Q3	$1.79M	Sell
2019 Q2	$2.13M	Hold
2019 Q1	$2.05M	Hold
2018 Q4	$1.79M	Hold
2018 Q3	$2.1M	Hold
2018 Q2	$1.93M	Buy
2018 Q1	$543K	Buy