GJIA
Glass Jacobson Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
3,434
-140
| -4% | -$40K | 0.38% | 82 |
|
|
2025
Q1 | $1.03M | Hold |
3,574
| – | – | 0.34% | 89 |
|
|
2024
Q4 | $1.03M | Sell |
3,574
-157
| -4% | -$45.2K | 0.34% | 89 |
|
|
2024
Q3 | $1.06M | Buy |
3,731
+66
| +2% | +$18.7K | 0.35% | 88 |
|
|
2024
Q2 | $962K | Hold |
3,665
| – | – | 0.35% | 88 |
|
|
2024
Q1 | $992K | Buy |
3,665
+1
| +0% | +$271 | 0.37% | 85 |
|
|
2023
Q4 | $924K | Hold |
3,664
| – | – | 0.38% | 85 |
|
|
2023
Q3 | $821K | Buy |
3,664
+339
| +10% | +$76K | 0.38% | 82 |
|
|
2023
Q2 | $807K | Buy |
+3,325
| New | +$807K | 0.37% | 81 |
|
|
2022
Q4 | $721K | Buy |
+3,359
| New | +$721K | 0.36% | 87 |
|