Journey Strategic Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
39,535
-1,846
| -4% | -$627K | 0.44% | 23 |
|
|
2025
Q1 | $12.7M | Buy |
41,381
+2,243
| +6% | +$688K | 0.44% | 18 |
|
|
2024
Q4 | $12.6M | Buy |
39,138
+486
| +1% | +$157K | 0.47% | 18 |
|
|
2024
Q3 | $12.2M | Buy |
38,652
+2,108
| +6% | +$663K | 0.45% | 16 |
|
|
2024
Q2 | $10.9M | Sell |
36,544
-33
| -0.1% | -$9.82K | 0.46% | 14 |
|
|
2024
Q1 | $10.5M | Sell |
36,577
-13
| -0% | -$3.74K | 0.47% | 14 |
|
|
2023
Q4 | $9.6M | Buy |
36,590
+908
| +3% | +$238K | 0.45% | 14 |
|
|
2023
Q3 | $8.38M | Sell |
35,682
-854
| -2% | -$201K | 0.4% | 13 |
|
|
2023
Q2 | $8.91M | Sell |
36,536
-342
| -0.9% | -$83.4K | 0.4% | 12 |
|
|
2023
Q1 | $8.31M | Buy |
36,878
+474
| +1% | +$107K | 0.87% | 11 |
|
|
2022
Q4 | $7.66M | Buy |
36,404
+2,546
| +8% | +$536K | 0.9% | 9 |
|
|
2022
Q3 | $6.68M | Buy |
33,858
+6,075
| +22% | +$1.2M | 0.9% | 9 |
|
|
2022
Q2 | $5.77M | Buy |
+27,783
| New | +$5.77M | 0.77% | 11 |
|
|
2022
Q1 | – | Sell |
-22,758
| Closed | -$6.02M | – | 211 |
|
|
2021
Q4 | $6.02M | Buy |
+22,758
| New | +$6.02M | 0.63% | 14 |
|