GJIA
Glass Jacobson Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
26,708
+595
| +2% | +$80.3K | 1.39% | 12 |
|
|
2025
Q1 | $3.36M | Hold |
26,113
| – | – | 1.1% | 16 |
|
|
2024
Q4 | $3.36M | Sell |
26,113
-649
| -2% | -$83.5K | 1.1% | 16 |
|
|
2024
Q3 | $3.36M | Sell |
26,762
-342
| -1% | -$43K | 1.11% | 17 |
|
|
2024
Q2 | $3.22M | Sell |
27,104
-1,668
| -6% | -$198K | 1.17% | 15 |
|
|
2024
Q1 | $3.32M | Sell |
28,772
-1,547
| -5% | -$178K | 1.25% | 14 |
|
|
2023
Q4 | $3.19M | Buy |
30,319
+5,048
| +20% | +$531K | 1.3% | 14 |
|
|
2023
Q3 | $2.38M | Buy |
25,271
+460
| +2% | +$43.3K | 1.09% | 21 |
|
|
2023
Q2 | $2.43M | Buy |
+24,811
| New | +$2.43M | 1.11% | 19 |
|
|
2022
Q4 | $1.94M | Buy |
+22,851
| New | +$1.94M | 0.96% | 24 |
|