IWA
IBEX Wealth Advisors’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
195,772
+5,140
| +3% | +$456K | 1.85% | 8 |
|
|
2025
Q1 | $16M | Sell |
190,632
-5,228
| -3% | -$438K | 2.11% | 10 |
|
|
2024
Q4 | $17.1M | Buy |
+195,860
| New | +$17.1M | 2.01% | 8 |
|
|
2024
Q3 | – | Sell |
-187,852
| Closed | -$13.9M | – | 180 |
|
|
2024
Q2 | $13.9M | Buy |
+187,852
| New | +$13.9M | 2.18% | 7 |
|
|
2024
Q1 | – | Sell |
-180
| Closed | -$9.22K | – | 134 |
|
|
2023
Q4 | $9.22K | Sell |
180
-176,633
| -100% | -$9.05M | 2% | 12 |
|
|
2023
Q3 | $6.76M | Buy |
+176,813
| New | +$6.76M | 1.72% | 15 |
|
|
2023
Q1 | $2.86M | Buy |
+76,534
| New | +$2.86M | 0.74% | 50 |
|