GJWM
Gilliland Jeter Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
1,170
-4
| -0.3% | -$1.36K | 0.13% | 123 |
|
|
2025
Q1 | $360K | Buy |
1,174
+70
| +6% | +$21.5K | 0.13% | 124 |
|
|
2024
Q4 | $356K | Hold |
1,104
| – | – | 0.12% | 131 |
|
|
2024
Q3 | $347K | Hold |
1,104
| – | – | 0.11% | 136 |
|
|
2024
Q2 | $328K | Buy |
1,104
+4
| +0.4% | +$1.19K | 0.11% | 134 |
|
|
2024
Q1 | $317K | Hold |
1,100
| – | – | 0.11% | 136 |
|
|
2023
Q4 | $288K | Buy |
+1,100
| New | +$288K | 0.12% | 133 |
|