Linscomb Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $725K | Buy |
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|
2020
Q1 | $593K | Sell |
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|
2019
Q4 | $757K | Buy |
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|
2019
Q3 | $698K | Buy |
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|
2019
Q2 | $688K | Sell |
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|
2019
Q1 | $671K | Buy |
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|
2018
Q4 | $563K | Sell |
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|
2018
Q3 | $717K | Buy |
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|
2018
Q2 | $645K | Sell |
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|
2018
Q1 | $625K | Buy |
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|
2017
Q4 | $632K | Buy |
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|
2017
Q3 | $593K | Buy |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $569K | Sell |
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|
2016
Q4 | $545K | Buy |
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|
2016
Q3 | $525K | Buy |
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|
2016
Q2 | $508K | Hold |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $537K | Sell |
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|
2015
Q3 | $509K | Buy |
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|
2015
Q2 | $490K | Sell |
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|
2015
Q1 | $492K | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $629K | Buy |
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|
2014
Q2 | $549K | Sell |
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|
2014
Q1 | $636K | Buy |
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