Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
10,985
-508
| -4% | -$70.5K | 0.59% | 61 |
|
|
2025
Q1 | $1.46M | Hold |
11,493
| – | – | 0.48% | 67 |
|
|
2024
Q4 | $1.46M | Sell |
11,493
-1,190
| -9% | -$151K | 0.48% | 67 |
|
|
2024
Q3 | $1.49M | Sell |
12,683
-24
| -0.2% | -$2.82K | 0.49% | 64 |
|
|
2024
Q2 | $1.4M | Buy |
12,707
+1
| +0% | +$110 | 0.51% | 63 |
|
|
2024
Q1 | $1.45M | Buy |
12,706
+789
| +7% | +$90.1K | 0.54% | 59 |
|
|
2023
Q4 | $1.24M | Buy |
11,917
+172
| +1% | +$18K | 0.51% | 62 |
|
|
2023
Q3 | $1.07M | Sell |
11,745
-85
| -0.7% | -$7.77K | 0.49% | 66 |
|
|
2023
Q2 | $1.14M | Buy |
+11,830
| New | +$1.14M | 0.52% | 57 |
|
|
2022
Q4 | $1.05M | Buy |
+12,598
| New | +$1.05M | 0.52% | 54 |
|