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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Hold	1,329	–	–	0.03%	169
2026 Q1	$417K	Hold	1,329	–	–	0.03%	172
2025 Q4	$429K	Hold	1,329	–	–	0.03%	174
2025 Q3	$425K	Hold	1,329	–	–	0.03%	175
2025 Q2	$379K	Hold	1,329	–	–	0.02%	183
2025 Q1	$339K	Hold	1,329	–	–	0.02%	186
2024 Q4	$382K	Hold	1,329	–	–	0.03%	173
2024 Q3	$377K	Hold	1,329	–	–	0.02%	181
2024 Q2	$348K	Hold	1,329	–	–	0.02%	185
2024 Q1	$359K	Hold	1,329	–	–	0.03%	177
2023 Q4	$335K	Hold	1,329	–	–	0.03%	161
2023 Q3	$297K	Hold	1,329	–	–	0.02%	153
2023 Q2	$322K	Hold	1,329	–	–	0.03%	156
2023 Q1	$301K	Hold	1,329	–	–	0.03%	156
2022 Q4	$285K	Hold	1,329	–	–	0.03%	157
2022 Q3	$274K	Hold	1,329	–	–	0.02%	163
2022 Q2	$274K	Hold	1,329	–	–	0.02%	165
2022 Q1	$339K	Hold	1,329	–	–	0.02%	162
2021 Q4	$389K	Hold	1,329	–	–	0.03%	165
2021 Q3	$390K	Hold	1,329	–	–	0.03%	162
2021 Q2	$414K	Hold	1,329	–	–	0.03%	160
2021 Q1	$399K	Hold	1,329	–	–	0.03%	157
2020 Q4	$381K	Hold	1,329	–	–	0.03%	156
2020 Q3	$294K	Hold	1,329	–	–	0.03%	157
2020 Q2	$275K	Hold	1,329	–	–	0.03%	154
2020 Q1	$210K	Hold	1,329	–	–	0.03%	162
2019 Q4	$285K	Hold	1,329	–	–	0.03%	163
2019 Q3	$256K	Hold	1,329	–	–	0.03%	170
2019 Q2	$267K	Hold	1,329	–	–	0.03%	170
2019 Q1	$261K	Hold	1,329	–	–	0.03%	176
2018 Q4	$223K	Hold	1,329	–	–	0.03%	173
2018 Q3	$286K	Hold	1,329	–	–	0.03%	171
2018 Q2	$272K	Sell	1,329 -131	-9%	-$26.2K	0.03%	185
2018 Q1	$278K	Buy	+1,460	New	+$280K	0.04%	183

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

S&CO Inc's IWO Position: Q2 2026 in Review

S&CO Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,329 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #169.

S&CO Inc first reported a position in IWO in Q1 2018 and has held it in 34 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

S&CO Inc held 1,329 shares of iShares Russell 2000 Growth ETF worth $523K as of Q2 2026.
S&CO Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of S&CO Inc's portfolio in Q2 2026, its #169 holding.
S&CO Inc first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.