Glass Jacobson Investment Advisors llc IBLC — ISHARES TR

Ownership history in Glass Jacobson Investment Advisors llc  ·  5 quarters on record

AI Ownership Summary

Glass Jacobson Investment Advisors llc reported ISHARES TR (IBLC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows IBLC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glass Jacobson Investment Advisors llc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBLC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBLC stock page Glass Jacobson Investment Advisors llc fund profile Glass Jacobson Investment Advisors llc full holdings
How Glass Jacobson Investment Advisors llc held IBLC — position size vs. price
% of Fund (quarterly)    IBLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 28 -1,236 -97.8% 0.00% $1K 2026-07-30 $44.64
2026 Q1 ADDED — — — 1,264 +466 +58.4% 0.02% $46K 2026-04-23 $46.41
2025 Q4 UNCHANGED — — — 798 — 0% 0.01% $33K 2026-01-22 $45.54
2025 Q3 ADDED — — — 798 +28 +3.6% 0.02% $44K 2025-10-29 $59.43
2025 Q2 INITIATED — — — 770 — — 0.01% $30K 2025-07-31 $39.85

🏢 Other funds also holding IBLC

As of 2026 Q2 — sorted by position size

Foguth Wealth Management, LLC. 1.27% Forefront Wealth Partners, LLC 0.08% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.07% Acorn Wealth Advisors, LLC 3Y 7Y 0.06% Bison Wealth, LLC 0.05% WCG Wealth Advisors LLC 3Y 0.02% Vise Technologies, Inc. 3Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.01% LANARK FINANCIAL, INC. 0.01%

FAQ About Glass Jacobson Investment Advisors llc and IBLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Glass Jacobson Investment Advisors llc reported owning IBLC?

Glass Jacobson Investment Advisors llc reported IBLC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported IBLC position in Glass Jacobson Investment Advisors llc's portfolio?

The largest reported portfolio weight for IBLC was 0.02% in 2025 Q3.

What is the latest reported IBLC position on this page?

The most recent filing on this page is 2026 Q2, when Glass Jacobson Investment Advisors llc reported 28 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this IBLC ownership page compare?

The chart compares Glass Jacobson Investment Advisors llc's quarterly IBLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Glass Jacobson Investment Advisors llc time their IBLC position?

Based on 13F filing dates vs. subsequent IBLC price moves, Glass Jacobson Investment Advisors llc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IBLC relative to SPY over the holding period was -5.6%.

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