Linscomb Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
15,868
-1,688
| -10% | -$155K | 0.07% | 152 |
|
|
2025
Q1 | $1.49M | Hold |
17,556
| – | – | 0.07% | 153 |
|
|
2024
Q4 | $1.55M | Sell |
17,556
-224
| -1% | -$19.8K | 0.08% | 151 |
|
|
2024
Q3 | $1.57M | Sell |
17,780
-2,564
| -13% | -$226K | 0.08% | 145 |
|
|
2024
Q2 | $1.65M | Sell |
20,344
-116
| -0.6% | -$9.41K | 0.09% | 141 |
|
|
2024
Q1 | $1.72M | Hold |
20,460
| – | – | 0.09% | 137 |
|
|
2023
Q4 | $1.59M | Hold |
20,460
| – | – | 0.09% | 138 |
|
|
2023
Q3 | $1.42M | Hold |
20,460
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $1.49M | Sell |
20,460
-1,638
| -7% | -$120K | 0.08% | 147 |
|
|
2023
Q1 | $1.55M | Sell |
22,098
-1,354
| -6% | -$94.7K | 0.08% | 146 |
|
|
2022
Q4 | $1.58M | Sell |
23,452
-3,187
| -12% | -$215K | 0.08% | 148 |
|
|
2022
Q3 | $1.66M | Buy |
26,639
+2,724
| +11% | +$169K | 0.1% | 132 |
|
|
2022
Q2 | $1.55M | Sell |
23,915
-697
| -3% | -$45.1K | 0.09% | 137 |
|
|
2022
Q1 | $1.92M | Sell |
24,612
-586
| -2% | -$45.7K | 0.09% | 137 |
|
|
2021
Q4 | $2.09M | Sell |
25,198
-343
| -1% | -$28.5K | 0.1% | 127 |
|
|
2021
Q3 | $2M | Sell |
25,541
-103
| -0.4% | -$8.06K | 0.1% | 127 |
|
|
2021
Q2 | $2.03M | Sell |
25,644
-896
| -3% | -$71K | 0.1% | 126 |
|
|
2021
Q1 | $1.96M | Sell |
26,540
-105
| -0.4% | -$7.76K | 0.11% | 122 |
|
|
2020
Q4 | $1.83M | Sell |
26,645
-296
| -1% | -$20.3K | 0.11% | 118 |
|
|
2020
Q3 | $1.55M | Sell |
26,941
-665
| -2% | -$38.2K | 0.11% | 120 |
|
|
2020
Q2 | $1.48M | Buy |
27,606
+810
| +3% | +$43.4K | 0.11% | 118 |
|
|
2020
Q1 | $1.16M | Sell |
26,796
-1,618
| -6% | -$69.9K | 0.1% | 121 |
|
|
2019
Q4 | $1.69M | Sell |
28,414
-158
| -0.6% | -$9.42K | 0.11% | 125 |
|
|
2019
Q3 | $1.6M | Hold |
28,572
| – | – | 0.13% | 98 |
|
|
2019
Q2 | $1.6M | Sell |
28,572
-1,514
| -5% | -$84.6K | 0.13% | 97 |
|
|
2019
Q1 | $1.62M | Sell |
30,086
-8,639
| -22% | -$466K | 0.14% | 94 |
|
|
2018
Q4 | $1.8M | Buy |
38,725
+25,917
| +202% | +$1.2M | 0.17% | 87 |
|
|
2018
Q3 | $706K | Hold |
12,808
| – | – | 0.06% | 149 |
|
|
2018
Q2 | $679K | Hold |
12,808
| – | – | 0.06% | 151 |
|
|
2018
Q1 | $661K | Buy |
12,808
+220
| +2% | +$11.4K | 0.06% | 145 |
|
|
2017
Q4 | $655K | Sell |
12,588
-68
| -0.5% | -$3.54K | 0.05% | 152 |
|
|
2017
Q3 | $624K | Hold |
12,656
| – | – | 0.05% | 148 |
|
|
2017
Q2 | $608K | Buy |
12,656
+2,684
| +27% | +$129K | 0.05% | 147 |
|
|
2017
Q1 | $467K | Sell |
9,972
-3,296
| -25% | -$154K | 0.04% | 170 |
|
|
2016
Q4 | $593K | Buy |
13,268
+732
| +6% | +$32.7K | 0.06% | 154 |
|
|
2016
Q3 | $546K | Hold |
12,536
| – | – | 0.05% | 154 |
|
|
2016
Q2 | $527K | Hold |
12,536
| – | – | 0.05% | 155 |
|
|
2016
Q1 | $511K | Hold |
12,536
| – | – | 0.06% | 155 |
|
|
2015
Q4 | $502K | Sell |
12,536
-8
| -0.1% | -$320 | 0.06% | 152 |
|
|
2015
Q3 | $488K | Hold |
12,544
| – | – | 0.06% | 160 |
|
|
2015
Q2 | $534K | Hold |
12,544
| – | – | 0.06% | 163 |
|
|
2015
Q1 | $543K | Buy |
12,544
+124
| +1% | +$5.37K | 0.06% | 164 |
|
|
2014
Q4 | $519K | Hold |
12,420
| – | – | 0.06% | 162 |
|
|
2014
Q3 | $492K | Buy |
12,420
+664
| +6% | +$26.3K | 0.05% | 174 |
|
|
2014
Q2 | $478K | Hold |
11,756
| – | – | 0.05% | 176 |
|
|
2014
Q1 | $455K | Hold |
11,756
| – | – | 0.05% | 177 |
|
|
2013
Q4 | $441K | Sell |
11,756
-5,124
| -30% | -$192K | 0.05% | 154 |
|
|
2013
Q3 | $587K | Hold |
16,880
| – | – | 0.08% | 127 |
|
|
2013
Q2 | $548K | Buy |
+16,880
| New | +$548K | 0.07% | 134 |
|