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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $890K | Sell |
6,949
-88
| -1% | -$11.9K | 0.04% | 207 |
|
|
2025
Q4 | $964K | Hold |
7,037
| – | – | 0.04% | 173 |
|
|
2025
Q3 | $1M | Hold |
7,037
| – | – | 0.04% | 173 |
|
|
2025
Q2 | $976K | Hold |
7,037
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $827K | Sell |
7,037
-60
| -0.8% | -$7.71K | 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% | +$1.87K | 0.04% | 180 |
|
|
2024
Q1 | $808K | Sell |
7,080
-46
| -0.6% | -$4.98K | 0.04% | 178 |
|
|
2023
Q4 | $744K | Sell |
7,126
-30
| -0.4% | -$2.84K | 0.04% | 174 |
|
|
2023
Q3 | $654K | Sell |
7,156
-18
| -0.3% | -$1.72K | 0.04% | 186 |
|
|
2023
Q2 | $693K | Buy |
7,174
+196
| +3% | +$17.9K | 0.04% | 185 |
|
|
2023
Q1 | $635K | Hold |
6,978
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $583K | Hold |
6,978
| – | – | 0.03% | 219 |
|
|
2022
Q3 | $547K | Hold |
6,978
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $553K | Hold |
6,978
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $701K | Hold |
6,978
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $804K | Hold |
6,978
| – | – | 0.04% | 194 |
|
|
2021
Q3 | $782K | Hold |
6,978
| – | – | 0.04% | 190 |
|
|
2021
Q2 | $790K | Hold |
6,978
| – | – | 0.04% | 187 |
|
|
2021
Q1 | $712K | Hold |
6,978
| – | – | 0.04% | 185 |
|
|
2020
Q4 | $716K | Sell |
6,978
-14
| -0.2% | -$1.33K | 0.04% | 176 |
|
|
2020
Q3 | $604K | Sell |
6,992
-464
| -6% | -$39.2K | 0.04% | 176 |
|
|
2020
Q2 | $589K | Sell |
7,456
-750
| -9% | -$54.4K | 0.04% | 178 |
|
|
2020
Q1 | $499K | Sell |
8,206
-1,266
| -13% | -$92.3K | 0.04% | 252 |
|
|
2019
Q4 | $723K | Buy |
9,472
+1,588
| +20% | +$116K | 0.05% | 275 |
|
|
2019
Q3 | $557K | Sell |
7,884
-40
| -0.5% | -$2.88K | 0.04% | 176 |
|
|
2019
Q2 | $565K | Hold |
7,924
| – | – | 0.05% | 171 |
|
|
2019
Q1 | $538K | Sell |
7,924
-12
| -0.2% | -$770 | 0.05% | 169 |
|
|
2018
Q4 | $451K | Sell |
7,936
-20
| -0.3% | -$1.22K | 0.04% | 173 |
|
|
2018
Q3 | $539K | Sell |
7,956
-6
| -0.1% | -$399 | 0.04% | 175 |
|
|
2018
Q2 | $505K | Sell |
7,962
-88
| -1% | -$5.54K | 0.04% | 171 |
|
|
2018
Q1 | $495K | Sell |
8,050
-20
| -0.2% | -$1.25K | 0.04% | 169 |
|
|
2017
Q4 | $487K | Sell |
8,070
-186
| -2% | -$10.9K | 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 | +$398K | 0.04% | 184 |
|
Other funds holding IWP
FCAS
Linscomb Wealth's IWP Position: Q1 2026 in Review
Linscomb Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q1 2026, selling an estimated $11.9K and leaving 6,949 shares worth $890K. The position accounts for 0.04% of the portfolio, ranked #207.
Linscomb Wealth first reported a position in IWP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Linscomb Wealth held 6,949 shares of iShares Russell Mid-Cap Growth ETF worth $890K as of Q1 2026.
- Linscomb Wealth sold 88 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $11.9K.
- iShares Russell Mid-Cap Growth ETF made up 0.04% of Linscomb Wealth's portfolio in Q1 2026, its #207 holding.
- Linscomb Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Linscomb Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1M in Q3 2025.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.