Glass Jacobson Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6K | Sell |
110
-116
| -51% | -$40.7K | 0.01% | 316 |
|
|
2025
Q1 | $75.5K | Hold |
226
| – | – | 0.02% | 326 |
|
|
2024
Q4 | $75.5K | Hold |
226
| – | – | 0.02% | 326 |
|
|
2024
Q3 | $73.8K | Hold |
226
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $69.8K | Hold |
226
| – | – | 0.03% | 309 |
|
|
2024
Q1 | $67.8K | Hold |
226
| – | – | 0.03% | 313 |
|
|
2023
Q4 | $61.9K | Sell |
226
-56
| -20% | -$15.3K | 0.03% | 314 |
|
|
2023
Q3 | $69.2K | Hold |
282
| – | – | 0.03% | 299 |
|
|
2023
Q2 | $71.9K | Buy |
+282
| New | +$71.9K | 0.03% | 297 |
|
|
2022
Q4 | $62.2K | Buy |
+282
| New | +$62.2K | 0.03% | 315 |
|