Jackson Grant Investment Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $199K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $162K | Buy |
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|
2020
Q2 | $153K | Buy |
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|
2020
Q1 | $112K | Buy |
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|
2019
Q4 | $153K | Buy |
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|
2019
Q3 | $142K | Buy |
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|
2019
Q2 | $140K | Buy |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $121K | Buy |
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|
2018
Q3 | $136K | Buy |
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|
2018
Q2 | $130K | Hold |
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|
2018
Q1 | $128K | Buy |
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|
2017
Q4 | $132K | Buy |
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|
2017
Q3 | $96K | Buy |
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|
2017
Q2 | $93K | Buy |
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|
2017
Q1 | $92K | Buy |
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|
2016
Q4 | $89K | Buy |
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|
2016
Q3 | $83K | Buy |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | $77K | Buy |
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|
2015
Q4 | $76K | Buy |
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