GJIA
Glass Jacobson Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.59M | Sell |
29,029
-1,247
| -4% | -$154K | 1.38% | 13 |
|
2025
Q1 | $3.78M | Hold |
30,276
| – | – | 1.24% | 11 |
|
2024
Q4 | $3.78M | Sell |
30,276
-618
| -2% | -$77.2K | 1.24% | 11 |
|
2024
Q3 | $3.82M | Sell |
30,894
-210
| -0.7% | -$26K | 1.27% | 13 |
|
2024
Q2 | $3.53M | Buy |
31,104
+2
| +0% | +$227 | 1.29% | 13 |
|
2024
Q1 | $3.68M | Sell |
31,102
-25
| -0.1% | -$2.96K | 1.38% | 10 |
|
2023
Q4 | $3.55M | Buy |
31,127
+961
| +3% | +$110K | 1.45% | 12 |
|
2023
Q3 | $3.04M | Sell |
30,166
-175
| -0.6% | -$17.7K | 1.39% | 12 |
|
2023
Q2 | $3.25M | Buy |
+30,341
| New | +$3.25M | 1.49% | 8 |
|
2022
Q4 | $2.95M | Buy |
+29,273
| New | +$2.95M | 1.46% | 9 |
|