Jackson Grant Investment Advisers’s iShares Micro-Cap ETF IWC Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$883K	Buy	5,534 +6	+0.1%	+$995	0.29%	52
2025 Q4	$872K	Buy	5,528 +19	+0.3%	+$2.96K	0.29%	52
2025 Q3	$821K	Buy	5,509 +11	+0.2%	+$1.53K	0.27%	53
2025 Q2	$702K	Buy	5,498 +11	+0.2%	+$1.27K	0.26%	53
2025 Q1	$609K	Buy	5,487 +4	+0.1%	+$498	0.24%	59
2024 Q4	$715K	Buy	5,483 +11	+0.2%	+$1.43K	0.28%	52
2024 Q3	$675K	Buy	5,472 +33	+0.6%	+$3.99K	0.25%	58
2024 Q2	$620K	Buy	5,439 +12	+0.2%	+$1.38K	0.25%	60
2024 Q1	$658K	Buy	5,427 +362	+7%	+$41.6K	0.27%	55
2023 Q4	$588K	Buy	5,065 +426	+9%	+$43.2K	0.26%	56
2023 Q3	$464K	Buy	4,639 +359	+8%	+$38.8K	0.22%	60
2023 Q2	$468K	Sell	4,280 -13	-0.3%	-$1.36K	0.22%	64
2023 Q1	$449K	Sell	4,293 -612	-12%	-$68.7K	0.21%	68
2022 Q4	$529K	Sell	4,905 -442	-8%	-$48.1K	0.26%	58
2022 Q3	$553K	Buy	5,347 +23	+0.4%	+$2.61K	0.29%	53
2022 Q2	$553K	Buy	5,324 +10	+0.2%	+$1.15K	0.27%	56
2022 Q1	$685K	Buy	5,314 +20	+0.4%	+$2.57K	0.29%	51
2021 Q4	$740K	Buy	5,294 +45	+0.9%	+$6.53K	0.38%	40
2021 Q3	$758K	Sell	5,249 -1,286	-20%	-$187K	0.34%	46
2021 Q2	$997K	Buy	6,535 +4	+0.1%	+$593	0.44%	38
2021 Q1	$960K	Sell	6,531 -27	-0.4%	-$3.86K	0.44%	38
2020 Q4	$778K	Buy	6,558 +20	+0.3%	+$2.11K	0.4%	40
2020 Q3	$591K	Buy	6,538 +23	+0.4%	+$2.1K	0.36%	43
2020 Q2	$569K	Sell	6,515 -378	-5%	-$29.5K	0.36%	44
2020 Q1	$462K	Buy	6,893 +97	+1%	+$8.57K	0.34%	47
2019 Q4	$676K	Sell	6,796 -128	-2%	-$11.8K	0.37%	42
2019 Q3	$610K	Sell	6,924 -50	-0.7%	-$4.49K	0.35%	45
2019 Q2	$650K	Sell	6,974 -278	-4%	-$25.8K	0.38%	41
2019 Q1	$673K	Buy	7,252 +148	+2%	+$13.6K	0.4%	37
2018 Q4	$586K	Sell	7,104 -105	-1%	-$9.75K	0.41%	39
2018 Q3	$766K	Buy	7,209 +795	+12%	+$85.2K	0.48%	32
2018 Q2	$677K	Sell	6,414 -714	-10%	-$72.9K	0.47%	33
2018 Q1	$685K	Buy	7,128 +21	+0.3%	+$2.04K	0.48%	33
2017 Q4	$680K	Buy	7,107 +45	+0.6%	+$4.26K	0.46%	35
2017 Q3	$667K	Buy	7,062 +19	+0.3%	+$1.68K	0.48%	33
2017 Q2	$626K	Buy	7,043 +38	+0.5%	+$3.27K	0.49%	33
2017 Q1	$600K	Sell	7,005 -15	-0.2%	-$1.27K	0.48%	31
2016 Q4	$603K	Buy	7,020 +49	+0.7%	+$3.94K	0.51%	32
2016 Q3	$544K	Buy	6,971 +38	+0.5%	+$2.85K	0.45%	34
2016 Q2	$490K	Buy	6,933 +207	+3%	+$14.5K	0.43%	34
2016 Q1	$457K	Sell	6,726 -2,135	-24%	-$138K	0.42%	36
2015 Q4	$639K	Buy	+8,861	New	+$653K	0.61%	28