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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $760K | Sell |
6,126
-42
| -0.7% | -$5.06K | 0.04% | 158 |
|
|
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
S&CO Inc's IWF Position: Q2 2026 in Review
S&CO Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.68% in Q2 2026, selling an estimated $5.06K and leaving 6,126 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #158.
S&CO Inc first reported a position in IWF in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.65M in Q3 2018. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- S&CO Inc held 6,126 shares of iShares Russell 1000 Growth ETF worth $760K as of Q2 2026.
- S&CO Inc sold 42 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.06K.
- iShares Russell 1000 Growth ETF made up 0.04% of S&CO Inc's portfolio in Q2 2026, its #158 holding.
- S&CO Inc first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
- S&CO Inc's iShares Russell 1000 Growth ETF position peaked at $1.65M in Q3 2018.
- 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.