Journey Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $451K | Hold |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $471K | Hold |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $403K | Buy |
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