Journey Strategic Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Buy	+1,881	New	+$249K	0.01%	512
2025 Q1	–	Sell	-2,253	Closed	-$291K	–	526
2024 Q4	$291K	Buy	+2,253	New	+$291K	0.01%	337
2024 Q3	–	Sell	-3,251	Closed	-$392K	–	519
2024 Q2	$392K	Buy	+3,251	New	+$392K	0.02%	198