S&CO Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Hold |
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|
2025
Q1 | $950K | Hold |
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|
2024
Q4 | $934K | Hold |
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|
2024
Q3 | $958K | Hold |
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|
2024
Q2 | $881K | Hold |
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|
2024
Q1 | $904K | Hold |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $766K | Hold |
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|
2023
Q2 | $797K | Hold |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $765K | Hold |
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|
2022
Q3 | $686K | Hold |
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|
2022
Q2 | $732K | Hold |
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|
2022
Q1 | $838K | Hold |
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|
2021
Q4 | $848K | Hold |
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|
2021
Q3 | $790K | Hold |
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|
2021
Q2 | $801K | Hold |
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|
2021
Q1 | $765K | Hold |
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|
2020
Q4 | $690K | Hold |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $569K | Hold |
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|
2020
Q1 | $501K | Hold |
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|
2019
Q4 | $689K | Hold |
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|
2019
Q3 | $648K | Hold |
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|
2019
Q2 | $642K | Hold |
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|
2019
Q1 | $624K | Hold |
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|
2018
Q4 | $561K | Hold |
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|
2018
Q3 | $639K | Hold |
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|
2018
Q2 | $613K | Buy |
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|
2018
Q1 | $264K | Buy |
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