Journey Strategic Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $374K | Sell |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.44M | Buy |
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