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S&CO Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

S&CO Inc’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
6,168
-40
-0.6% -$4.54K 0.04% 157
2025
Q4 		$734K Sell
6,208
-40
-0.6% -$4.74K 0.05% 157
2025
Q3 		$731K Sell
6,248
-160
-2% -$17.8K 0.04% 164
2025
Q2 		$680K Sell
6,408
-60
-0.9% -$5.74K 0.04% 166
2025
Q1 		$583K Sell
6,468
-40
-0.6% -$3.95K 0.04% 168
2024
Q4 		$653K Hold
6,508
– – 0.04% 162
2024
Q3 		$610K Hold
6,508
– – 0.04% 167
2024
Q2 		$593K Hold
6,508
– – 0.04% 168
2024
Q1 		$548K Buy
6,508
+632
+11% +$50.9K 0.04% 169
2023
Q4 		$445K Hold
5,876
– – 0.03% 151
2023
Q3 		$390K Hold
5,876
– – 0.03% 145
2023
Q2 		$404K Hold
5,876
– – 0.03% 145
2023
Q1 		$358K Hold
5,876
– – 0.03% 150
2022
Q4 		$314K Hold
5,876
– – 0.03% 155
2022
Q3 		$309K Hold
5,876
– – 0.03% 156
2022
Q2 		$321K Hold
5,876
– – 0.03% 154
2022
Q1 		$407K Sell
5,876
-5,340
-48% -$365K 0.03% 155
2021
Q4 		$856K Sell
11,216
-2,580
-19% -$191K 0.06% 132
2021
Q3 		$945K Sell
13,796
-8,200
-37% -$580K 0.07% 125
2021
Q2 		$1.49M Hold
21,996
– – 0.12% 105
2021
Q1 		$1.34M Hold
21,996
– – 0.11% 105
2020
Q4 		$1.33M Hold
21,996
– – 0.12% 108
2020
Q3 		$1.19M Hold
21,996
– – 0.12% 104
2020
Q2 		$1.06M Hold
21,996
– – 0.12% 107
2020
Q1 		$828K Hold
21,996
– – 0.11% 106
2019
Q4 		$967K Hold
21,996
– – 0.1% 110
2019
Q3 		$878K Hold
21,996
– – 0.1% 115
2019
Q2 		$865K Hold
21,996
– – 0.09% 116
2019
Q1 		$832K Sell
21,996
-7,580
-26% -$272K 0.09% 120
2018
Q4 		$968K Sell
29,576
-12,840
-30% -$453K 0.12% 101
2018
Q3 		$1.65M Hold
42,416
– – 0.19% 84
2018
Q2 		$1.52M Buy
42,416
+35,048
+476% +$1.24M 0.18% 89
2018
Q1 		$251K Buy
+7,368
New +$258K 0.03% 188

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S&CO Inc's IWF Position: Q1 2026 in Review

S&CO Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.64% in Q1 2026, selling an estimated $4.54K and leaving 6,168 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #157.

S&CO Inc first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.65M in Q3 2018. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • S&CO Inc held 6,168 shares of iShares Russell 1000 Growth ETF worth $657K as of Q1 2026.
  • S&CO Inc sold 40 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.54K.
  • iShares Russell 1000 Growth ETF made up 0.04% of S&CO Inc's portfolio in Q1 2026, its #157 holding.
  • S&CO Inc first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • S&CO Inc's iShares Russell 1000 Growth ETF position peaked at $1.65M in Q3 2018.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.