Linscomb Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Hold |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $798K | Sell |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $774K | Hold |
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|
2024
Q1 | $803K | Hold |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $935K | Hold |
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|
2021
Q4 | $956K | Hold |
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|
2021
Q3 | $885K | Hold |
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|
2021
Q2 | $898K | Hold |
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|
2021
Q1 | $854K | Hold |
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|
2020
Q4 | $758K | Buy |
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|
2020
Q3 | $628K | Sell |
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|
2020
Q2 | $760K | Sell |
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|
2020
Q1 | $660K | Buy |
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|
2019
Q4 | $832K | Buy |
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|
2019
Q3 | $704K | Hold |
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|
2019
Q2 | $699K | Hold |
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|
2019
Q1 | $682K | Hold |
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|
2018
Q4 | $599K | Hold |
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|
2018
Q3 | $708K | Hold |
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|
2018
Q2 | $694K | Hold |
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|
2018
Q1 | $678K | Hold |
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|
2017
Q4 | $700K | Hold |
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|
2017
Q3 | $666K | Hold |
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|
2017
Q2 | $660K | Hold |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $703K | Buy |
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|
2016
Q3 | $488K | Hold |
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|
2016
Q2 | $472K | Hold |
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|
2016
Q1 | $451K | Hold |
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|
2015
Q4 | $436K | Buy |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $347K | Hold |
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|
2015
Q1 | $354K | Hold |
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|
2014
Q4 | $347K | Hold |
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|
2014
Q3 | $329K | Hold |
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|
2014
Q2 | $342K | Hold |
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|
2014
Q1 | $324K | Buy |
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