Linscomb Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Linscomb Wealth’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$976K	Hold	7,037	–	–	0.04%	175
2025 Q1	$827K	Sell	7,037 -60	-0.8%	-$7.05K	0.04%	187
2024 Q4	$900K	Hold	7,097	–	–	0.04%	175
2024 Q3	$832K	Hold	7,097	–	–	0.04%	182
2024 Q2	$783K	Buy	7,097 +17	+0.2%	+$1.88K	0.04%	180
2024 Q1	$808K	Sell	7,080 -46	-0.6%	-$5.25K	0.04%	178
2023 Q4	$744K	Sell	7,126 -30	-0.4%	-$3.13K	0.04%	174
2023 Q3	$654K	Sell	7,156 -18	-0.3%	-$1.64K	0.04%	186
2023 Q2	$693K	Buy	7,174 +196	+3%	+$18.9K	0.04%	185
2023 Q1	$635K	Hold	6,978	–	–	0.03%	194
2022 Q4	$583K	Hold	6,978	–	–	0.03%	218
2022 Q3	$547K	Hold	6,978	–	–	0.03%	193
2022 Q2	$553K	Hold	6,978	–	–	0.03%	195
2022 Q1	$701K	Hold	6,978	–	–	0.03%	206
2021 Q4	$804K	Hold	6,978	–	–	0.04%	193
2021 Q3	$782K	Hold	6,978	–	–	0.04%	188
2021 Q2	$790K	Hold	6,978	–	–	0.04%	186
2021 Q1	$712K	Hold	6,978	–	–	0.04%	184
2020 Q4	$716K	Sell	6,978 -14	-0.2%	-$1.44K	0.04%	175
2020 Q3	$604K	Sell	6,992 -464	-6%	-$40.1K	0.04%	174
2020 Q2	$589K	Sell	7,456 -750	-9%	-$59.2K	0.04%	177
2020 Q1	$499K	Sell	8,206 -1,266	-13%	-$77K	0.04%	251
2019 Q4	$723K	Buy	9,472 +1,588	+20%	+$121K	0.05%	275
2019 Q3	$557K	Sell	7,884 -40	-0.5%	-$2.83K	0.04%	176
2019 Q2	$565K	Hold	7,924	–	–	0.05%	171
2019 Q1	$538K	Sell	7,924 -12	-0.2%	-$815	0.05%	169
2018 Q4	$451K	Sell	7,936 -20	-0.3%	-$1.14K	0.04%	173
2018 Q3	$539K	Sell	7,956 -6	-0.1%	-$406	0.04%	175
2018 Q2	$505K	Sell	7,962 -88	-1%	-$5.58K	0.04%	171
2018 Q1	$495K	Sell	8,050 -20	-0.2%	-$1.23K	0.04%	169
2017 Q4	$487K	Sell	8,070 -186	-2%	-$11.2K	0.04%	179
2017 Q3	$467K	Hold	8,256	–	–	0.04%	177
2017 Q2	$446K	Hold	8,256	–	–	0.04%	175
2017 Q1	$428K	Hold	8,256	–	–	0.04%	176
2016 Q4	$402K	Buy	+8,256	New	+$402K	0.04%	184