Glass Jacobson Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $348K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $182K | Buy |
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|
2022
Q4 | $26.6K | Buy |
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