Linscomb Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Hold |
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|
2025
Q2 | $976K | Hold |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $900K | Hold |
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|
2024
Q3 | $832K | Hold |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $808K | Sell |
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|
2023
Q4 | $744K | Sell |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $635K | Hold |
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|
2022
Q4 | $583K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $804K | Hold |
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|
2021
Q3 | $782K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $712K | Hold |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $589K | Sell |
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|
2020
Q1 | $499K | Sell |
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|
2019
Q4 | $723K | Buy |
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|
2019
Q3 | $557K | Sell |
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|
2019
Q2 | $565K | Hold |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $451K | Sell |
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|
2018
Q3 | $539K | Sell |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $495K | Sell |
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|
2017
Q4 | $487K | Sell |
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|
2017
Q3 | $467K | Hold |
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|
2017
Q2 | $446K | Hold |
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|
2017
Q1 | $428K | Hold |
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|
2016
Q4 | $402K | Buy |
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