Journey Strategic Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Buy |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $327K | Buy |
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