Jackson Grant Investment Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$61K	Hold	144	–	–	0.02%	169
2025 Q1	$51.8K	Buy	144 +1	+0.7%	+$360	0.02%	174
2024 Q4	$57.6K	Sell	143 -144	-50%	-$58K	0.02%	173
2024 Q3	$108K	Buy	287 +1	+0.3%	+$375	0.04%	141
2024 Q2	$104K	Hold	286	–	–	0.04%	141
2024 Q1	$96.4K	Hold	286	–	–	0.04%	142
2023 Q4	$86.6K	Buy	286 +1	+0.4%	+$303	0.04%	145
2023 Q3	$75.9K	Hold	285	–	–	0.04%	148
2023 Q2	$78.3K	Buy	285 +1	+0.4%	+$275	0.04%	151
2023 Q1	$69.4K	Hold	284	–	–	0.03%	163
2022 Q4	$60.8K	Buy	284 +1	+0.4%	+$214	0.03%	166
2022 Q3	$60K	Buy	283 +1	+0.4%	+$212	0.03%	162
2022 Q2	$62K	Hold	282	–	–	0.03%	165
2022 Q1	$78K	Buy	282 +1	+0.4%	+$277	0.03%	164
2021 Q4	$86K	Hold	281	–	–	0.04%	130
2021 Q3	$77K	Buy	281 +1	+0.4%	+$274	0.03%	169
2021 Q2	$76K	Hold	280	–	–	0.03%	164
2021 Q1	$68K	Hold	280	–	–	0.03%	174
2020 Q4	$67K	Sell	280 -2	-0.7%	-$479	0.03%	161
2020 Q3	$61K	Hold	282	–	–	0.04%	139
2020 Q2	$54K	Buy	282 +1	+0.4%	+$191	0.03%	141
2020 Q1	$42K	Sell	281 -346	-55%	-$51.7K	0.03%	144
2019 Q4	$110K	Sell	627 -18	-3%	-$3.16K	0.06%	116
2019 Q3	$103K	Buy	645 +2	+0.3%	+$319	0.06%	119
2019 Q2	$101K	Buy	643 +2	+0.3%	+$314	0.06%	117
2019 Q1	$97K	Buy	641 +2	+0.3%	+$303	0.06%	114
2018 Q4	$84K	Buy	639 +3	+0.5%	+$394	0.06%	121
2018 Q3	$99K	Buy	636 +2	+0.3%	+$311	0.06%	119
2018 Q2	$91K	Hold	634	–	–	0.06%	121
2018 Q1	$86K	Buy	634 +2	+0.3%	+$271	0.06%	125
2017 Q4	$85K	Buy	632 +157	+33%	+$21.1K	0.06%	126
2017 Q3	$59K	Buy	475 +2	+0.4%	+$248	0.04%	131
2017 Q2	$56K	Buy	473 +1	+0.2%	+$118	0.04%	119
2017 Q1	$54K	Buy	472 +2	+0.4%	+$229	0.04%	120
2016 Q4	$49K	Buy	470 +1	+0.2%	+$104	0.04%	123
2016 Q3	$49K	Buy	469 +2	+0.4%	+$209	0.04%	112
2016 Q2	$47K	Buy	467 +2	+0.4%	+$201	0.04%	112
2016 Q1	$46K	Buy	465 +330	+244%	+$32.6K	0.04%	107
2015 Q4	$13K	Buy	+135	New	+$13K	0.01%	156