Glass Jacobson Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Sell |
404
-455
| -53% | -$98.2K | 0.03% | 236 |
|
|
2025
Q1 | $190K | Hold |
859
| – | – | 0.06% | 234 |
|
|
2024
Q4 | $190K | Hold |
859
| – | – | 0.06% | 234 |
|
|
2024
Q3 | $190K | Hold |
859
| – | – | 0.06% | 225 |
|
|
2024
Q2 | $174K | Hold |
859
| – | – | 0.06% | 224 |
|
|
2024
Q1 | $181K | Hold |
859
| – | – | 0.07% | 218 |
|
|
2023
Q4 | $172K | Buy |
859
+310
| +56% | +$62.2K | 0.07% | 221 |
|
|
2023
Q3 | $97K | Sell |
549
-130
| -19% | -$23K | 0.04% | 260 |
|
|
2023
Q2 | $127K | Buy |
+679
| New | +$127K | 0.06% | 234 |
|
|
2022
Q4 | $106K | Buy |
+610
| New | +$106K | 0.05% | 263 |
|