Linscomb Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $304K | Sell |
969
-1,350
| -58% | -$449K | 0.01% | 291 |
|
|
2025
Q4 | $749K | Hold |
2,319
| – | – | 0.03% | 201 |
|
|
2025
Q3 | $742K | Sell |
2,319
-122
| -5% | -$36.8K | 0.03% | 202 |
|
|
2025
Q2 | $698K | Sell |
2,441
-7
| -0.3% | -$1.84K | 0.03% | 207 |
|
|
2025
Q1 | $626K | Sell |
2,448
-6
| -0.2% | -$1.69K | 0.03% | 210 |
|
|
2024
Q4 | $706K | Hold |
2,454
| – | – | 0.04% | 199 |
|
|
2024
Q3 | $697K | Hold |
2,454
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $644K | Hold |
2,454
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $665K | Buy |
2,454
+839
| +52% | +$214K | 0.03% | 200 |
|
|
2023
Q4 | $407K | Hold |
1,615
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $362K | Sell |
1,615
-1
| -0.1% | -$239 | 0.02% | 227 |
|
|
2023
Q2 | $392K | Buy |
1,616
+335
| +26% | +$76.8K | 0.02% | 227 |
|
|
2023
Q1 | $291K | Hold |
1,281
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $275K | Hold |
1,281
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $265K | Hold |
1,281
| – | – | 0.02% | 251 |
|
|
2022
Q2 | $264K | Hold |
1,281
| – | – | 0.02% | 261 |
|
|
2022
Q1 | $328K | Hold |
1,281
| – | – | 0.02% | 274 |
|
|
2021
Q4 | $375K | Hold |
1,281
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $376K | Hold |
1,281
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $399K | Sell |
1,281
-11
| -0.9% | -$3.31K | 0.02% | 236 |
|
|
2021
Q1 | $389K | Hold |
1,292
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $370K | Sell |
1,292
-15
| -1% | -$3.82K | 0.02% | 229 |
|
|
2020
Q3 | $290K | Hold |
1,307
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $270K | Sell |
1,307
-63
| -5% | -$11.8K | 0.02% | 252 |
|
|
2020
Q1 | $217K | Sell |
1,370
-211
| -13% | -$41.9K | 0.02% | 363 |
|
|
2019
Q4 | $339K | Hold |
1,581
| – | – | 0.02% | 355 |
|
|
2019
Q3 | $305K | Hold |
1,581
| – | – | 0.02% | 226 |
|
|
2019
Q2 | $318K | Hold |
1,581
| – | – | 0.03% | 215 |
|
|
2019
Q1 | $311K | Hold |
1,581
| – | – | 0.03% | 220 |
|
|
2018
Q4 | $266K | Sell |
1,581
-34
| -2% | -$6.34K | 0.03% | 221 |
|
|
2018
Q3 | $347K | Hold |
1,615
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $330K | Buy |
1,615
+31
| +2% | +$6.2K | 0.03% | 210 |
|
|
2018
Q1 | $302K | Sell |
1,584
-20
| -1% | -$3.84K | 0.03% | 215 |
|
|
2017
Q4 | $299K | Sell |
1,604
-29
| -2% | -$5.29K | 0.02% | 219 |
|
|
2017
Q3 | $292K | Sell |
1,633
-3
| -0.2% | -$510 | 0.03% | 214 |
|
|
2017
Q2 | $276K | Hold |
1,636
| – | – | 0.02% | 218 |
|
|
2017
Q1 | $264K | Hold |
1,636
| – | – | 0.02% | 215 |
|
|
2016
Q4 | $252K | Buy |
+1,636
| New | +$244K | 0.02% | 227 |
|
Other funds holding IWO
B
CCWM
TCIIS
Linscomb Wealth's IWO Position: Q1 2026 in Review
Linscomb Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 58% in Q1 2026, selling an estimated $449K and leaving 969 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #291.
Linscomb Wealth first reported a position in IWO in Q4 2016 and has held it in 38 quarters since. The position peaked at $749K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- Linscomb Wealth held 969 shares of iShares Russell 2000 Growth ETF worth $304K as of Q1 2026.
- Linscomb Wealth sold 1,350 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $449K.
- iShares Russell 2000 Growth ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #291 holding.
- Linscomb Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Linscomb Wealth's iShares Russell 2000 Growth ETF position peaked at $749K in Q4 2025.
- 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.