Linscomb Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Sell |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $802K | Sell |
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|
2022
Q2 | $858K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $851K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $450K | Hold |
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|
2019
Q2 | $454K | Hold |
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|
2019
Q1 | $452K | Hold |
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|
2018
Q4 | $405K | Hold |
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|
2018
Q3 | $501K | Hold |
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|
2018
Q2 | $497K | Sell |
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|
2018
Q1 | $510K | Hold |
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|
2017
Q4 | $526K | Sell |
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|
2017
Q3 | $527K | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $510K | Sell |
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|
2016
Q4 | $576K | Buy |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $268K | Hold |
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|
2016
Q1 | $256K | Sell |
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|
2015
Q4 | $265K | Sell |
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|
2015
Q3 | $263K | Sell |
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|
2015
Q2 | $314K | Sell |
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|
2015
Q1 | $322K | Sell |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $321K | Sell |
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|
2014
Q2 | $357K | Buy |
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|
2014
Q1 | $343K | Hold |
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|
2013
Q4 | $338K | Buy |
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