JGIA
IWD icon

Jackson Grant Investment Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Hold
2,168
– – 0.16% 73
2026
Q1 		$463K Hold
2,168
– – 0.15% 76
2025
Q4 		$456K Buy
2,168
+515
+31% +$106K 0.15% 78
2025
Q3 		$336K Hold
1,653
– – 0.11% 89
2025
Q2 		$321K Hold
1,653
– – 0.12% 83
2025
Q1 		$311K Hold
1,653
– – 0.12% 83
2024
Q4 		$306K Sell
1,653
-262
-14% -$50.3K 0.12% 84
2024
Q3 		$363K Sell
1,915
-24
-1% -$4.37K 0.14% 78
2024
Q2 		$338K Buy
1,939
+1
+0.1% +$175 0.14% 79
2024
Q1 		$347K Buy
1,938
+465
+32% +$78.7K 0.14% 79
2023
Q4 		$243K Buy
1,473
+2
+0.1% +$309 0.11% 88
2023
Q3 		$223K Buy
1,471
+1
+0.1% +$159 0.11% 89
2023
Q2 		$232K Buy
1,470
+2
+0.1% +$306 0.11% 91
2023
Q1 		$224K Buy
1,468
+1
+0.1% +$154 0.11% 93
2022
Q4 		$222K Buy
1,467
+2
+0.1% +$299 0.11% 89
2022
Q3 		$199K Buy
1,465
+2
+0.1% +$301 0.1% 94
2022
Q2 		$212K Buy
1,463
+5
+0.3% +$782 0.11% 93
2022
Q1 		$242K Buy
1,458
+64
+5% +$10.5K 0.1% 94
2021
Q4 		$234K Buy
1,394
+5
+0.4% +$819 0.12% 82
2021
Q3 		$217K Buy
1,389
+6
+0.4% +$962 0.1% 99
2021
Q2 		$219K Buy
1,383
+4
+0.3% +$633 0.1% 100
2021
Q1 		$209K Buy
1,379
+4
+0.3% +$579 0.1% 102
2020
Q4 		$188K Buy
1,375
+6
+0.4% +$770 0.1% 96
2020
Q3 		$162K Buy
1,369
+7
+0.5% +$830 0.1% 91
2020
Q2 		$153K Buy
1,362
+232
+21% +$25.5K 0.1% 87
2020
Q1 		$112K Buy
1,130
+10
+0.9% +$1.25K 0.08% 97
2019
Q4 		$153K Buy
1,120
+9
+0.8% +$1.19K 0.08% 100
2019
Q3 		$142K Buy
1,111
+7
+0.6% +$890 0.08% 103
2019
Q2 		$140K Buy
1,104
+6
+0.5% +$751 0.08% 100
2019
Q1 		$136K Buy
1,098
+6
+0.5% +$721 0.08% 98
2018
Q4 		$121K Buy
1,092
+15
+1% +$1.8K 0.09% 101
2018
Q3 		$136K Buy
1,077
+6
+0.6% +$754 0.09% 103
2018
Q2 		$130K Hold
1,071
– – 0.09% 103
2018
Q1 		$128K Buy
1,071
+6
+0.6% +$748 0.09% 101
2017
Q4 		$132K Buy
1,065
+257
+32% +$31.1K 0.09% 98
2017
Q3 		$96K Buy
808
+5
+0.6% +$583 0.07% 113
2017
Q2 		$93K Buy
803
+4
+0.5% +$460 0.07% 99
2017
Q1 		$92K Buy
799
+6
+0.8% +$688 0.07% 99
2016
Q4 		$89K Buy
793
+3
+0.4% +$324 0.08% 98
2016
Q3 		$83K Buy
790
+5
+0.6% +$527 0.07% 95
2016
Q2 		$81K Buy
785
+5
+0.6% +$505 0.07% 86
2016
Q1 		$77K Buy
780
+5
+0.6% +$468 0.07% 85
2015
Q4 		$76K Buy
+775
New +$76.9K 0.07% 90

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Jackson Grant Investment Advisers's IWD Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,168 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #73.

Jackson Grant Investment Advisers first reported a position in IWD in Q4 2015 and has held it in 43 quarters since. 993 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,168 shares of iShares Russell 1000 Value ETF worth $526K as of Q2 2026.
  • Jackson Grant Investment Advisers left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.16% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #73 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 993 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.