Journey Strategic Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,731
-4,648
| -45% | -$903K | 0.04% | 149 |
|
|
2025
Q1 | $1.95M | Buy |
10,379
+4,367
| +73% | +$822K | 0.07% | 79 |
|
|
2024
Q4 | $1.11M | Buy |
6,012
+1,238
| +26% | +$229K | 0.04% | 113 |
|
|
2024
Q3 | $906K | Sell |
4,774
-1,813
| -28% | -$344K | 0.03% | 139 |
|
|
2024
Q2 | $1.15M | Buy |
6,587
+4,668
| +243% | +$814K | 0.05% | 81 |
|
|
2024
Q1 | $344K | Buy |
+1,919
| New | +$344K | 0.02% | 164 |
|
|
2022
Q4 | – | Sell |
-2,321
| Closed | -$316K | – | 254 |
|
|
2022
Q3 | $316K | Buy |
2,321
+60
| +3% | +$8.17K | 0.04% | 101 |
|
|
2022
Q2 | $328K | Buy |
+2,261
| New | +$328K | 0.04% | 75 |
|