JWS
Juncture Wealth Strategies’s iShares Russell 1000 ETF IWB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310K | Hold |
913
| – | – | 0.11% | 97 |
|
2025
Q1 | $280K | Hold |
913
| – | – | 0.11% | 106 |
|
2024
Q4 | $294K | Hold |
913
| – | – | 0.11% | 107 |
|
2024
Q3 | $287K | Hold |
913
| – | – | 0.11% | 106 |
|
2024
Q2 | $272K | Hold |
913
| – | – | 0.11% | 89 |
|
2024
Q1 | $263K | Hold |
913
| – | – | 0.11% | 95 |
|
2023
Q4 | $239K | Hold |
913
| – | – | 0.11% | 95 |
|
2023
Q3 | $214K | Hold |
913
| – | – | 0.1% | 110 |
|
2023
Q2 | $223K | Hold |
913
| – | – | 0.1% | 109 |
|
2023
Q1 | $206K | Buy |
+913
| New | +$206K | 0.1% | 105 |
|