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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
|
|||||
|
2025
Q1 | $626K | Sell |
|
|||||
|
2024
Q4 | $706K | Hold |
|
|||||
|
2024
Q3 | $697K | Hold |
|
|||||
|
2024
Q2 | $644K | Hold |
|
|||||
|
2024
Q1 | $665K | Buy |
|
|||||
|
2023
Q4 | $407K | Hold |
|
|||||
|
2023
Q3 | $362K | Sell |
|
|||||
|
2023
Q2 | $392K | Buy |
|
|||||
|
2023
Q1 | $291K | Hold |
|
|||||
|
2022
Q4 | $275K | Hold |
|
|||||
|
2022
Q3 | $265K | Hold |
|
|||||
|
2022
Q2 | $264K | Hold |
|
|||||
|
2022
Q1 | $328K | Hold |
|
|||||
|
2021
Q4 | $375K | Hold |
|
|||||
|
2021
Q3 | $376K | Hold |
|
|||||
|
2021
Q2 | $399K | Sell |
|
|||||
|
2021
Q1 | $389K | Hold |
|
|||||
|
2020
Q4 | $370K | Sell |
|
|||||
|
2020
Q3 | $290K | Hold |
|
|||||
|
2020
Q2 | $270K | Sell |
|
|||||
|
2020
Q1 | $217K | Sell |
|
|||||
|
2019
Q4 | $339K | Hold |
|
|||||
|
2019
Q3 | $305K | Hold |
|
|||||
|
2019
Q2 | $318K | Hold |
|
|||||
|
2019
Q1 | $311K | Hold |
|
|||||
|
2018
Q4 | $266K | Sell |
|
|||||
|
2018
Q3 | $347K | Hold |
|
|||||
|
2018
Q2 | $330K | Buy |
|
|||||
|
2018
Q1 | $302K | Sell |
|
|||||
|
2017
Q4 | $299K | Sell |
|
|||||
|
2017
Q3 | $292K | Sell |
|
|||||
|
2017
Q2 | $276K | Hold |
|
|||||
|
2017
Q1 | $264K | Hold |
|
|||||
|
2016
Q4 | $252K | Buy |
|