JAG
Journey Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
1,136
+13
| +1% | +$2.81K | 0.02% | 257 |
|
|
2025
Q1 | $224K | Buy |
1,123
+58
| +5% | +$11.6K | 0.02% | 259 |
|
|
2024
Q4 | $216K | Hold |
1,065
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $216K | Sell |
1,065
-52
| -5% | -$10.6K | 0.03% | 216 |
|
|
2024
Q2 | $227K | Sell |
1,117
-200
| -15% | -$40.6K | 0.03% | 211 |
|
|
2024
Q1 | $277K | Hold |
1,317
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $264K | Buy |
+1,317
| New | +$264K | 0.04% | 184 |
|
|
2023
Q3 | – | Sell |
-1,182
| Closed | -$221K | – | 218 |
|
|
2023
Q2 | $221K | Sell |
1,182
-36
| -3% | -$6.74K | 0.03% | 213 |
|
|
2023
Q1 | $217K | Sell |
1,218
-1
| -0.1% | -$178 | 0.03% | 222 |
|
|
2022
Q4 | $213K | Sell |
1,219
-1,319
| -52% | -$230K | 0.05% | 209 |
|
|
2022
Q3 | $419K | Buy |
2,538
+237
| +10% | +$39.1K | 0.11% | 159 |
|
|
2022
Q2 | $431K | Buy |
2,301
+338
| +17% | +$63.3K | 0.1% | 168 |
|
|
2022
Q1 | $403K | Sell |
1,963
-65
| -3% | -$13.3K | 0.1% | 158 |
|
|
2021
Q4 | $451K | Hold |
2,028
| – | – | 0.12% | 147 |
|
|
2021
Q3 | $444K | Sell |
2,028
-25
| -1% | -$5.47K | 0.14% | 127 |
|
|
2021
Q2 | $471K | Hold |
2,053
| – | – | 0.15% | 122 |
|
|
2021
Q1 | $454K | Hold |
2,053
| – | – | 0.16% | 115 |
|
|
2020
Q4 | $403K | Buy |
+2,053
| New | +$403K | 0.15% | 116 |
|