Ownership history in Linscomb Wealth, Inc. · 85 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in iShares S&P Midcap 400 Index MF (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,614,065 | +23,797 | +1.5% | 4.47% | $106.5M | $65.85 |
| 2025 Q3 | ADDED | 1,590,268 | +2,548 | +0.2% | 4.47% | $103.8M | $64.79 |
| 2025 Q2 | ADDED | 1,587,720 | +26,933 | +1.7% | 4.53% | $98.5M | $61.37 |
| 2025 Q1 | REDUCED | 1,560,787 | -3,613 | -0.2% | 4.54% | $91.1M | $57.56 |
| 2024 Q4 | ADDED | 1,564,400 | +10,049 | +0.6% | 4.85% | $97.5M | $61.30 |
| 2024 Q3 | REDUCED | 1,554,351 | -41,702 | -2.6% | 4.80% | $96.9M | $61.06 |
| 2024 Q2 | REDUCED | 1,596,053 | -20,233 | -1.3% | 4.83% | $93.4M | $57.11 |
| 2024 Q1 | ADDED | 1,616,286 | +1,292,889 | +399.8% | 5.05% | $98.2M | $59.12 |
| 2023 Q4 | REDUCED | 323,397 | -15,284 | -4.5% | 4.93% | $89.6M | $53.81 |
| 2023 Q3 | REDUCED | 338,681 | -17,818 | -5.0% | 4.94% | $84.5M | $48.20 |
As of 2025 Q4 — sorted by position size