Journey Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
1,898
| – | – | 0.03% | 224 |
|
|
2025
Q1 | $357K | Buy |
1,898
+2
| +0.1% | +$376 | 0.03% | 222 |
|
|
2024
Q4 | $331K | Hold |
1,896
| – | – | 0.04% | 183 |
|
|
2024
Q3 | $331K | Hold |
1,896
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $331K | Sell |
1,896
-60
| -3% | -$10.5K | 0.04% | 182 |
|
|
2024
Q1 | $350K | Buy |
1,956
+195
| +11% | +$34.9K | 0.04% | 183 |
|
|
2023
Q4 | $291K | Sell |
1,761
-11
| -0.6% | -$1.82K | 0.04% | 178 |
|
|
2023
Q3 | $269K | Buy |
1,772
+10
| +0.6% | +$1.52K | 0.04% | 185 |
|
|
2023
Q2 | $278K | Hold |
1,762
| – | – | 0.04% | 184 |
|
|
2023
Q1 | $268K | Hold |
1,762
| – | – | 0.04% | 194 |
|
|
2022
Q4 | $267K | Buy |
1,762
+55
| +3% | +$8.34K | 0.07% | 189 |
|
|
2022
Q3 | $232K | Buy |
+1,707
| New | +$232K | 0.06% | 214 |
|