Glass Jacobson Investment Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6K | Hold |
159
| – | – | ﹤0.01% | 431 |
|
|
2025
Q1 | $8.94K | Hold |
159
| – | – | ﹤0.01% | 610 |
|
|
2024
Q4 | $8.94K | Buy |
159
+25
| +19% | +$1.41K | ﹤0.01% | 610 |
|
|
2024
Q3 | $7.16K | Hold |
134
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $6.96K | Hold |
134
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $6.38K | Hold |
134
| – | – | ﹤0.01% | 599 |
|
|
2023
Q4 | $5.51K | Buy |
134
+65
| +94% | +$2.67K | ﹤0.01% | 584 |
|
|
2023
Q3 | $2.47K | Hold |
69
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $2.54K | Buy |
+69
| New | +$2.54K | ﹤0.01% | 626 |
|