Glass Jacobson Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
901
-107
| -11% | -$36.3K | 0.12% | 146 |
|
|
2025
Q1 | $325K | Hold |
1,008
| – | – | 0.11% | 186 |
|
|
2024
Q4 | $325K | Buy |
1,008
+17
| +2% | +$5.48K | 0.11% | 186 |
|
|
2024
Q3 | $312K | Buy |
991
+13
| +1% | +$4.09K | 0.1% | 185 |
|
|
2024
Q2 | $291K | Buy |
978
+1
| +0.1% | +$297 | 0.11% | 186 |
|
|
2024
Q1 | $281K | Sell |
977
-19
| -2% | -$5.47K | 0.11% | 185 |
|
|
2023
Q4 | $261K | Buy |
996
+237
| +31% | +$62.1K | 0.11% | 179 |
|
|
2023
Q3 | $178K | Buy |
759
+10
| +1% | +$2.35K | 0.08% | 212 |
|
|
2023
Q2 | $182K | Buy |
+749
| New | +$182K | 0.08% | 200 |
|
|
2022
Q4 | $26.6K | Buy |
+126
| New | +$26.6K | 0.01% | 402 |
|