Journey Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Hold |
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|
2025
Q2 | $630K | Hold |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $552K | Hold |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $461K | Buy |
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