Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.2K | Buy |
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|
2025
Q2 | $66.3K | Buy |
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|
2025
Q1 | $20.9K | Hold |
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|
2024
Q4 | $20.9K | Hold |
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|
2024
Q3 | $20.8K | Sell |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $35.2K | Sell |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $165K | Buy |
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|
2022
Q4 | $123K | Buy |
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