Journey Strategic Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
5,184
+3,985
| +332% | +$860K | 0.04% | 148 |
|
|
2025
Q1 | $239K | Sell |
1,199
-814
| -40% | -$162K | 0.01% | 410 |
|
|
2024
Q4 | $445K | Buy |
+2,013
| New | +$445K | 0.02% | 243 |
|
|
2024
Q3 | – | Sell |
-1,679
| Closed | -$341K | – | 518 |
|
|
2024
Q2 | $341K | Sell |
1,679
-4,903
| -74% | -$995K | 0.01% | 219 |
|
|
2024
Q1 | $1.38M | Sell |
6,582
-8,172
| -55% | -$1.72M | 0.06% | 56 |
|
|
2023
Q4 | $2.96M | Sell |
14,754
-181
| -1% | -$36.3K | 0.14% | 30 |
|
|
2023
Q3 | $2.64M | Sell |
14,935
-8,275
| -36% | -$1.46M | 0.13% | 30 |
|
|
2023
Q2 | $4.35M | Buy |
23,210
+7,347
| +46% | +$1.38M | 0.2% | 22 |
|
|
2023
Q1 | $2.83M | Sell |
15,863
-252
| -2% | -$45K | 0.3% | 26 |
|
|
2022
Q4 | $2.81M | Buy |
16,115
+578
| +4% | +$101K | 0.33% | 25 |
|
|
2022
Q3 | $2.56M | Sell |
15,537
-196
| -1% | -$32.3K | 0.35% | 22 |
|
|
2022
Q2 | $2.67M | Buy |
+15,733
| New | +$2.67M | 0.36% | 20 |
|
|
2022
Q1 | – | Sell |
-14,698
| Closed | -$3.27M | – | 212 |
|
|
2021
Q4 | $3.27M | Buy |
+14,698
| New | +$3.27M | 0.34% | 19 |
|