Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Sell
2025 Q1	$388K	Hold
2024 Q4	$388K	Sell
2024 Q3	$410K	Buy
2024 Q2	$374K	Sell
2024 Q1	$394K	Sell
2023 Q4	$388K	Sell
2023 Q3	$411K	Buy
2023 Q2	$421K	Buy
2022 Q4	$535K	Buy