GJIA
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Glass Jacobson Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
69
– – ﹤0.01% 455
2025
Q4 		$11.7K Hold
69
– – ﹤0.01% 438
2025
Q3 		$11.4K Buy
69
+1
+1% +$159 ﹤0.01% 441
2025
Q2 		$10.5K Sell
68
-791
-92% -$112K ﹤0.01% 425
2025
Q1 		$124K Hold
859
– – 0.04% 274
2024
Q4 		$124K Buy
859
+3
+0.4% +$434 0.04% 274
2024
Q3 		$120K Sell
856
-145
-14% -$19.7K 0.04% 263
2024
Q2 		$134K Sell
1,001
-56
-5% -$7.16K 0.05% 240
2024
Q1 		$134K Buy
1,057
+805
+319% +$97.6K 0.05% 244
2023
Q4 		$29K Sell
252
-1,877
-88% -$203K 0.01% 399
2023
Q3 		$220K Sell
2,129
-352
-14% -$37.8K 0.1% 186
2023
Q2 		$265K Buy
+2,481
New +$249K 0.12% 176
2022
Q4 		$413K Buy
+4,590
New +$416K 0.2% 134

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return