Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3K | Buy |
720
+484
| +205% | +$44.5K | 0.03% | 266 |
|
|
2025
Q1 | $20.9K | Hold |
236
| – | – | 0.01% | 498 |
|
|
2024
Q4 | $20.9K | Hold |
236
| – | – | 0.01% | 498 |
|
|
2024
Q3 | $20.8K | Sell |
236
-189
| -44% | -$16.7K | 0.01% | 486 |
|
|
2024
Q2 | $34.4K | Buy |
425
+6
| +1% | +$486 | 0.01% | 398 |
|
|
2024
Q1 | $35.2K | Sell |
419
-1,722
| -80% | -$145K | 0.01% | 398 |
|
|
2023
Q4 | $166K | Sell |
2,141
-559
| -21% | -$43.5K | 0.07% | 223 |
|
|
2023
Q3 | $187K | Buy |
2,700
+437
| +19% | +$30.3K | 0.09% | 203 |
|
|
2023
Q2 | $165K | Buy |
+2,263
| New | +$165K | 0.08% | 208 |
|
|
2022
Q4 | $123K | Buy |
+1,823
| New | +$123K | 0.06% | 244 |
|