Linscomb Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $5.45M | Sell |
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|
2024
Q3 | $5.4M | Buy |
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|
2024
Q2 | $5.1M | Sell |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.57M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $5.68M | Sell |
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|
2021
Q3 | $5.23M | Sell |
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|
2021
Q2 | $5.28M | Sell |
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|
2021
Q1 | $5.19M | Sell |
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|
2020
Q4 | $4.95M | Buy |
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|
2020
Q3 | $4.36M | Sell |
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|
2020
Q2 | $4.23M | Sell |
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|
2020
Q1 | $4.8M | Sell |
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|
2019
Q4 | $6.41M | Buy |
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