S&CO Inc’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,384	Closed	-$210K	–	202
2018 Q1	$210K	Buy	+1,384	New	+$214K	0.03%	197

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

S&CO Inc's IWM Position: Q2 2018 in Review

S&CO Inc sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 1,384 shares — an estimated $210K sold.

S&CO Inc first reported a position in IWM in Q1 2018 and held it in 1 quarter. The position peaked at $210K in Q1 2018. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

S&CO Inc reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
S&CO Inc sold 1,384 iShares Russell 2000 ETF shares in Q2 2018, an estimated $210K.
S&CO Inc first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 1 quarter.
S&CO Inc's iShares Russell 2000 ETF position peaked at $210K in Q1 2018.
1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on S&CO Inc's 13F filing for Q2 2018, filed 27 Jul 2018.