Glass Jacobson Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
1,535
-107
| -7% | -$16.9K | 0.09% | 171 |
|
|
2025
Q1 | $270K | Hold |
1,642
| – | – | 0.09% | 203 |
|
|
2024
Q4 | $270K | Hold |
1,642
| – | – | 0.09% | 203 |
|
|
2024
Q3 | $274K | Hold |
1,642
| – | – | 0.09% | 197 |
|
|
2024
Q2 | $250K | Hold |
1,642
| – | – | 0.09% | 194 |
|
|
2024
Q1 | $261K | Hold |
1,642
| – | – | 0.1% | 189 |
|
|
2023
Q4 | $255K | Sell |
1,642
-304
| -16% | -$47.2K | 0.1% | 181 |
|
|
2023
Q3 | $264K | Hold |
1,946
| – | – | 0.12% | 177 |
|
|
2023
Q2 | $274K | Buy |
+1,946
| New | +$274K | 0.13% | 174 |
|
|
2022
Q4 | $270K | Buy |
+1,946
| New | +$270K | 0.13% | 177 |
|