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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $920K | Hold |
8,344
| – | – | 0.05% | 148 |
|
|
2026
Q1 | $811K | Hold |
8,344
| – | – | 0.05% | 150 |
|
|
2025
Q4 | $803K | Hold |
8,344
| – | – | 0.05% | 153 |
|
|
2025
Q3 | $805K | Hold |
8,344
| – | – | 0.05% | 157 |
|
|
2025
Q2 | $767K | Hold |
8,344
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $709K | Hold |
8,344
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $737K | Hold |
8,344
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $735K | Hold |
8,344
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $676K | Hold |
8,344
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $701K | Hold |
8,344
| – | – | 0.05% | 157 |
|
|
2023
Q4 | $648K | Hold |
8,344
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $577K | Hold |
8,344
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $609K | Hold |
8,344
| – | – | 0.05% | 134 |
|
|
2023
Q1 | $583K | Hold |
8,344
| – | – | 0.05% | 134 |
|
|
2022
Q4 | $562K | Hold |
8,344
| – | – | 0.05% | 133 |
|
|
2022
Q3 | $518K | Hold |
8,344
| – | – | 0.05% | 136 |
|
|
2022
Q2 | $539K | Buy |
8,344
+544
| +7% | +$38.7K | 0.05% | 139 |
|
|
2022
Q1 | $608K | Hold |
7,800
| – | – | 0.04% | 144 |
|
|
2021
Q4 | $647K | Hold |
7,800
| – | – | 0.05% | 148 |
|
|
2021
Q3 | $610K | Hold |
7,800
| – | – | 0.05% | 149 |
|
|
2021
Q2 | $618K | Hold |
7,800
| – | – | 0.05% | 149 |
|
|
2021
Q1 | $576K | Hold |
7,800
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $535K | Hold |
7,800
| – | – | 0.05% | 145 |
|
|
2020
Q3 | $448K | Buy |
7,800
+344
| +5% | +$19.6K | 0.04% | 145 |
|
|
2020
Q2 | $400K | Hold |
7,456
| – | – | 0.04% | 145 |
|
|
2020
Q1 | $322K | Hold |
7,456
| – | – | 0.04% | 146 |
|
|
2019
Q4 | $445K | Hold |
7,456
| – | – | 0.05% | 151 |
|
|
2019
Q3 | $417K | Hold |
7,456
| – | – | 0.05% | 152 |
|
|
2019
Q2 | $417K | Hold |
7,456
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $402K | Hold |
7,456
| – | – | 0.04% | 158 |
|
|
2018
Q4 | $347K | Hold |
7,456
| – | – | 0.04% | 157 |
|
|
2018
Q3 | $411K | Hold |
7,456
| – | – | 0.05% | 153 |
|
|
2018
Q2 | $395K | Sell |
7,456
-1,120
| -13% | -$59K | 0.05% | 159 |
|
|
2018
Q1 | $443K | Buy |
+8,576
| New | +$452K | 0.06% | 149 |
|
Other funds holding IWR
S&CO Inc's IWR Position: Q2 2026 in Review
S&CO Inc held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8,344 shares worth $920K. The position accounts for 0.05% of the portfolio, ranked #148.
S&CO Inc first reported a position in IWR in Q1 2018 and has held it in 34 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- S&CO Inc held 8,344 shares of iShares Russell Mid-Cap ETF worth $920K as of Q2 2026.
- S&CO Inc left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.05% of S&CO Inc's portfolio in Q2 2026, its #148 holding.
- S&CO Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.