Journey Strategic Wealth’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
Q2 | $13.4M | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.6M | Buy |
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|
2023
Q3 | $8.38M | Sell |
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|
2023
Q2 | $8.91M | Sell |
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|
2023
Q1 | $8.31M | Buy |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $6.68M | Buy |
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|
2022
Q2 | $5.77M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.02M | Buy |
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