S&CO Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Hold |
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|
2025
Q2 | $767K | Hold |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $737K | Hold |
|
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|
2024
Q3 | $735K | Hold |
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|
2024
Q2 | $676K | Hold |
|
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|
2024
Q1 | $701K | Hold |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $609K | Hold |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $647K | Hold |
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|
2021
Q3 | $610K | Hold |
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|
2021
Q2 | $618K | Hold |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $322K | Hold |
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|
2019
Q4 | $445K | Hold |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $417K | Hold |
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|
2019
Q1 | $402K | Hold |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $395K | Sell |
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|
2018
Q1 | $443K | Buy |
|