Glass Jacobson Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06K	Hold	4	–	–	﹤0.01%	562
2025 Q4	$1.18K	Hold	4	–	–	﹤0.01%	548
2025 Q3	$1.16K	Hold	4	–	–	﹤0.01%	543
2025 Q2	$1.05K	Sell	4 -215	-98%	-$47.9K	﹤0.01%	526
2025 Q1	$51.6K	Hold	219	–	–	0.02%	367
2024 Q4	$51.6K	Buy	219 +44	+25%	+$10.1K	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%	-$40.7K	0.01%	393
2023 Q3	$65.1K	Sell	423 -175	-29%	-$27.9K	0.03%	305
2023 Q2	$94.9K	Buy	+598	New	+$87.2K	0.04%	265
2022 Q4	$230K	Buy	+1,909	New	+$237K	0.11%	189