GJIA
Glass Jacobson Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
8,078
+90
| +1% | +$38.2K | 1.32% | 16 |
|
|
2025
Q1 | $3.21M | Hold |
7,988
| – | – | 1.05% | 20 |
|
|
2024
Q4 | $3.21M | Sell |
7,988
-169
| -2% | -$67.9K | 1.05% | 20 |
|
|
2024
Q3 | $3.06M | Buy |
8,157
+175
| +2% | +$65.7K | 1.02% | 23 |
|
|
2024
Q2 | $2.91M | Buy |
7,982
+213
| +3% | +$77.6K | 1.06% | 23 |
|
|
2024
Q1 | $2.62M | Buy |
7,769
+89
| +1% | +$30K | 0.98% | 24 |
|
|
2023
Q4 | $2.33M | Buy |
7,680
+880
| +13% | +$267K | 0.95% | 24 |
|
|
2023
Q3 | $1.81M | Sell |
6,800
-100
| -1% | -$26.6K | 0.83% | 29 |
|
|
2023
Q2 | $1.9M | Buy |
+6,900
| New | +$1.9M | 0.87% | 29 |
|
|
2022
Q4 | $1.5M | Buy |
+6,998
| New | +$1.5M | 0.74% | 35 |
|