S&CO Inc’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,647	Closed	-$3.48M	–	214
2024 Q3	$3.48M	Hold	10,647	–	–	0.23%	89
2024 Q2	$3.29M	Buy	+10,647	New	+$3.18M	0.23%	84

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S&CO Inc's IWV Position: Q4 2024 in Review

S&CO Inc sold out of iShares Russell 3000 ETF (IWV) in Q4 2024, closing a stake of 10,647 shares — an estimated $3.48M sold.

S&CO Inc first reported a position in IWV in Q2 2024 and held it in 2 quarters. The position peaked at $3.48M in Q3 2024. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

S&CO Inc reported no remaining iShares Russell 3000 ETF position as of Q4 2024 after selling out during the quarter.
S&CO Inc sold 10,647 iShares Russell 3000 ETF shares in Q4 2024, an estimated $3.48M.
S&CO Inc first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 2 quarters.
S&CO Inc's iShares Russell 3000 ETF position peaked at $3.48M in Q3 2024.
850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

Based on S&CO Inc's 13F filing for Q4 2024, filed 7 Feb 2025.