Linscomb Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
2,441
-7
| -0.3% | -$2K | 0.03% | 207 |
|
|
2025
Q1 | $626K | Sell |
2,448
-6
| -0.2% | -$1.53K | 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% | +$227K | 0.03% | 200 |
|
|
2023
Q4 | $407K | Hold |
1,615
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $362K | Sell |
1,615
-1
| -0.1% | -$224 | 0.02% | 227 |
|
|
2023
Q2 | $392K | Buy |
1,616
+335
| +26% | +$81.3K | 0.02% | 227 |
|
|
2023
Q1 | $291K | Hold |
1,281
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $275K | Hold |
1,281
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $265K | Hold |
1,281
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $264K | Hold |
1,281
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $328K | Hold |
1,281
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $375K | Hold |
1,281
| – | – | 0.02% | 248 |
|
|
2021
Q3 | $376K | Hold |
1,281
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $399K | Sell |
1,281
-11
| -0.9% | -$3.43K | 0.02% | 234 |
|
|
2021
Q1 | $389K | Hold |
1,292
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $370K | Sell |
1,292
-15
| -1% | -$4.3K | 0.02% | 224 |
|
|
2020
Q3 | $290K | Hold |
1,307
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $270K | Sell |
1,307
-63
| -5% | -$13K | 0.02% | 250 |
|
|
2020
Q1 | $217K | Sell |
1,370
-211
| -13% | -$33.4K | 0.02% | 361 |
|
|
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% | -$5.72K | 0.03% | 221 |
|
|
2018
Q3 | $347K | Hold |
1,615
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $330K | Buy |
1,615
+31
| +2% | +$6.33K | 0.03% | 210 |
|
|
2018
Q1 | $302K | Sell |
1,584
-20
| -1% | -$3.81K | 0.03% | 215 |
|
|
2017
Q4 | $299K | Sell |
1,604
-29
| -2% | -$5.41K | 0.02% | 219 |
|
|
2017
Q3 | $292K | Sell |
1,633
-3
| -0.2% | -$536 | 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 | +$252K | 0.02% | 227 |
|