Linscomb Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.32M | Sell |
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|
2025
Q2 | $6.19M | Sell |
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|
2025
Q1 | $6.32M | Sell |
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|
2024
Q4 | $6.35M | Sell |
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|
2024
Q3 | $6.63M | Sell |
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|
2024
Q2 | $6.14M | Sell |
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|
2024
Q1 | $6.45M | Sell |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $5.9M | Sell |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $8.72M | Sell |
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|
2022
Q4 | $8.92M | Buy |
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|
2022
Q3 | $7.94M | Buy |
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|
2022
Q2 | $8.12M | Sell |
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|
2022
Q1 | $9.6M | Sell |
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|
2021
Q4 | $12.9M | Sell |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $11.5M | Buy |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $8.14M | Sell |
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|
2020
Q2 | $7.89M | Buy |
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|
2020
Q1 | $4.39M | Buy |
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|
2019
Q4 | $5.22M | Buy |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $389K | Buy |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $379K | Buy |
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|
2017
Q3 | $361K | Buy |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $347K | Buy |
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|
2016
Q4 | $333K | Buy |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $362K | Buy |
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|
2015
Q4 | $333K | Buy |
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|
2015
Q3 | $318K | Buy |
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|
2015
Q2 | $317K | Hold |
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|
2015
Q1 | $317K | Buy |
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|
2014
Q4 | $321K | Sell |
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|
2014
Q3 | $319K | Buy |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $235K | Buy |
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|
2013
Q4 | $229K | Sell |
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|
2013
Q3 | $217K | Buy |
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