Journey Strategic Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $2.96M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $2.83M | Sell |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.27M | Buy |
|