S&CO Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

S&CO Inc’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

S&CO Inc held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 8,344 shares worth $811K. The position accounts for 0.05% of the portfolio, ranked #150.

S&CO Inc first reported a position in IWR in Q1 2018 and has held it in 33 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

S&CO Inc held 8,344 shares of iShares Russell Mid-Cap ETF worth $811K as of Q1 2026.
S&CO Inc left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.05% of S&CO Inc's portfolio in Q1 2026, its #150 holding.
S&CO Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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