Linscomb Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
|
|||||
|
2025
Q1 | $674K | Sell |
|
|||||
|
2024
Q4 | $747K | Sell |
|
|||||
|
2024
Q3 | $760K | Sell |
|
|||||
|
2024
Q2 | $738K | Sell |
|
|||||
|
2024
Q1 | $782K | Buy |
|
|||||
|
2023
Q4 | $727K | Sell |
|
|||||
|
2023
Q3 | $734K | Sell |
|
|||||
|
2023
Q2 | $796K | Sell |
|
|||||
|
2023
Q1 | $813K | Sell |
|
|||||
|
2022
Q4 | $871K | Buy |
|
|||||
|
2022
Q3 | $626K | Buy |
|
|||||
|
2022
Q2 | $627K | Buy |
|
|||||
|
2022
Q1 | $686K | Buy |
|
|||||
|
2021
Q4 | $679K | Sell |
|
|||||
|
2021
Q3 | $679K | Sell |
|
|||||
|
2021
Q2 | $738K | Sell |
|
|||||
|
2021
Q1 | $713K | Buy |
|
|||||
|
2020
Q4 | $579K | Buy |
|
|||||
|
2020
Q3 | $366K | Sell |
|
|||||
|
2020
Q2 | $402K | Sell |
|
|||||
|
2020
Q1 | $323K | Sell |
|
|||||
|
2019
Q4 | $603K | Sell |
|
|||||
|
2019
Q3 | $619K | Buy |
|
|||||
|
2019
Q2 | $536K | Buy |
|
|||||
|
2019
Q1 | $467K | Buy |
|
|||||
|
2018
Q4 | $405K | Buy |
|
|||||
|
2018
Q3 | $464K | Buy |
|
|||||
|
2018
Q2 | $320K | Buy |
|
|||||
|
2018
Q1 | $229K | Buy |
|