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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $510K | Buy |
1,431
+102
| +8% | +$38.5K | 0.03% | 169 |
|
|
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
S&CO Inc's IWO Position: Q3 2026 in Review
S&CO Inc increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.7% in Q3 2026, buying an estimated $38.5K and bringing the position to 1,431 shares worth $510K. 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 35 quarters since. The position peaked at $523K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.
- S&CO Inc held 1,431 shares of iShares Russell 2000 Growth ETF worth $510K as of Q3 2026.
- S&CO Inc bought 102 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $38.5K.
- iShares Russell 2000 Growth ETF made up 0.03% of S&CO Inc's portfolio in Q3 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 35 quarters since.
- S&CO Inc's iShares Russell 2000 Growth ETF position peaked at $523K in Q2 2026.
- 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.
Based on S&CO Inc's 13F filing for Q3 2026, filed 10 Nov 2026.