Journey Strategic Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
3,088
-438
| -12% | -$60.7K | 0.01% | 330 |
|
|
2025
Q1 | $414K | Sell |
3,526
-1,354
| -28% | -$159K | 0.01% | 266 |
|
|
2024
Q4 | $619K | Buy |
4,880
+509
| +12% | +$64.5K | 0.02% | 184 |
|
|
2024
Q3 | $513K | Buy |
4,371
+1,013
| +30% | +$119K | 0.02% | 211 |
|
|
2024
Q2 | $371K | Buy |
3,358
+1,547
| +85% | +$171K | 0.02% | 208 |
|
|
2024
Q1 | $207K | Sell |
1,811
-253
| -12% | -$28.9K | 0.01% | 282 |
|
|
2023
Q4 | $216K | Buy |
+2,064
| New | +$216K | 0.01% | 188 |
|
|
2023
Q3 | – | Sell |
-2,139
| Closed | -$207K | – | 214 |
|
|
2023
Q2 | $207K | Sell |
2,139
-61
| -3% | -$5.9K | 0.01% | 168 |
|
|
2023
Q1 | $200K | Sell |
2,200
-1,429
| -39% | -$130K | 0.02% | 227 |
|
|
2022
Q4 | $303K | Sell |
3,629
-550
| -13% | -$46K | 0.04% | 139 |
|
|
2022
Q3 | $327K | Buy |
4,179
+378
| +10% | +$29.6K | 0.04% | 96 |
|
|
2022
Q2 | $301K | Buy |
+3,801
| New | +$301K | 0.04% | 80 |
|
|
2022
Q1 | – | Sell |
-38,560
| Closed | -$4.44M | – | 213 |
|
|
2021
Q4 | $4.44M | Buy |
+38,560
| New | +$4.44M | 0.46% | 18 |
|