S&CO Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Hold |
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|
2025
Q2 | $379K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $278K | Buy |
|