Journey Strategic Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
2,210
-421
| -16% | -$148K | 0.03% | 206 |
|
|
2025
Q1 | $836K | Sell |
2,631
-6,263
| -70% | -$1.99M | 0.03% | 152 |
|
|
2024
Q4 | $2.97M | Buy |
8,894
+6,270
| +239% | +$2.1M | 0.11% | 53 |
|
|
2024
Q3 | $858K | Sell |
2,624
-1,530
| -37% | -$500K | 0.03% | 148 |
|
|
2024
Q2 | $1.28M | Buy |
4,154
+524
| +14% | +$162K | 0.05% | 72 |
|
|
2024
Q1 | $1.09M | Buy |
3,630
+204
| +6% | +$61.2K | 0.05% | 74 |
|
|
2023
Q4 | $938K | Sell |
3,426
-2,269
| -40% | -$621K | 0.04% | 66 |
|
|
2023
Q3 | $1.4M | Sell |
5,695
-873
| -13% | -$214K | 0.07% | 45 |
|
|
2023
Q2 | $1.67M | Buy |
6,568
+3,663
| +126% | +$932K | 0.08% | 40 |
|
|
2023
Q1 | $684K | Sell |
2,905
-3,344
| -54% | -$787K | 0.07% | 81 |
|
|
2022
Q4 | $1.38M | Buy |
6,249
+4,669
| +296% | +$1.03M | 0.16% | 46 |
|
|
2022
Q3 | $327K | Buy |
+1,580
| New | +$327K | 0.04% | 97 |
|