Journey Strategic Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Journey Strategic Wealth’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Sell
2025 Q1	$1.95M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	$906K	Sell
2024 Q2	$1.15M	Buy
2024 Q1	$344K	Buy
2022 Q4	–	Sell
2022 Q3	$316K	Buy
2022 Q2	$328K	Buy