Journey Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Hold |
1,856
| – | – | 0.05% | 187 |
|
|
2025
Q1 | $569K | Hold |
1,856
| – | – | 0.05% | 180 |
|
|
2024
Q4 | $552K | Hold |
1,856
| – | – | 0.07% | 145 |
|
|
2024
Q3 | $552K | Sell |
1,856
-39
| -2% | -$11.6K | 0.07% | 145 |
|
|
2024
Q2 | $564K | Sell |
1,895
-13
| -0.7% | -$3.87K | 0.07% | 140 |
|
|
2024
Q1 | $550K | Hold |
1,908
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $500K | Hold |
1,908
| – | – | 0.07% | 146 |
|
|
2023
Q3 | $448K | Hold |
1,908
| – | – | 0.07% | 151 |
|
|
2023
Q2 | $465K | Sell |
1,908
-5
| -0.3% | -$1.22K | 0.07% | 153 |
|
|
2023
Q1 | $431K | Sell |
1,913
-69
| -3% | -$15.5K | 0.07% | 159 |
|
|
2022
Q4 | $417K | Sell |
1,982
-168
| -8% | -$35.4K | 0.1% | 143 |
|
|
2022
Q3 | $424K | Hold |
2,150
| – | – | 0.11% | 156 |
|
|
2022
Q2 | $487K | Buy |
2,150
+407
| +23% | +$92.2K | 0.11% | 152 |
|
|
2022
Q1 | $436K | Hold |
1,743
| – | – | 0.11% | 153 |
|
|
2021
Q4 | $461K | Buy |
+1,743
| New | +$461K | 0.13% | 145 |
|