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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

S&CO Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,329 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #172.

S&CO Inc first reported a position in IWO in Q1 2018 and has held it in 33 quarters since. The position peaked at $429K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

S&CO Inc held 1,329 shares of iShares Russell 2000 Growth ETF worth $417K as of Q1 2026.
S&CO Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.03% of S&CO Inc's portfolio in Q1 2026, its #172 holding.
S&CO Inc first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
S&CO Inc's iShares Russell 2000 Growth ETF position peaked at $429K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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