Glass Jacobson Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05K | Sell |
4
-215
| -98% | -$56.3K | ﹤0.01% | 526 |
|
|
2025
Q1 | $51.6K | Hold |
219
| – | – | 0.02% | 367 |
|
|
2024
Q4 | $51.6K | Buy |
219
+44
| +25% | +$10.4K | 0.02% | 367 |
|
|
2024
Q3 | $38.5K | Hold |
175
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $37.5K | Hold |
175
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $34.1K | Hold |
175
| – | – | 0.01% | 405 |
|
|
2023
Q4 | $30.6K | Sell |
175
-248
| -59% | -$43.4K | 0.01% | 393 |
|
|
2023
Q3 | $65.1K | Sell |
423
-175
| -29% | -$26.9K | 0.03% | 305 |
|
|
2023
Q2 | $94.9K | Buy |
+598
| New | +$94.9K | 0.04% | 265 |
|
|
2022
Q4 | $230K | Buy |
+1,909
| New | +$230K | 0.11% | 189 |
|