S&CO Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $731K | Sell |
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|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $653K | Hold |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $593K | Hold |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $856K | Sell |
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|
2021
Q3 | $945K | Sell |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.34M | Hold |
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|
2020
Q4 | $1.33M | Hold |
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|
2020
Q3 | $1.19M | Hold |
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|
2020
Q2 | $1.06M | Hold |
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|
2020
Q1 | $828K | Hold |
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|
2019
Q4 | $967K | Hold |
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|
2019
Q3 | $878K | Hold |
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|
2019
Q2 | $865K | Hold |
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|
2019
Q1 | $832K | Sell |
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|
2018
Q4 | $968K | Sell |
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|
2018
Q3 | $1.65M | Hold |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $251K | Buy |
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