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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Buy	1,257 +1	+0.1%	+$121	0.05%	140
2026 Q1	$134K	Buy	1,256 +680	+118%	+$77.2K	0.04%	145
2025 Q4	$68.1K	Hold	576	–	–	0.02%	184
2025 Q3	$67.4K	Hold	576	–	–	0.02%	184
2025 Q2	$61K	Hold	576	–	–	0.02%	169
2025 Q1	$51.8K	Buy	576 +4	+0.7%	+$395	0.02%	174
2024 Q4	$57.6K	Sell	572 -576	-50%	-$56.7K	0.02%	173
2024 Q3	$108K	Buy	1,148 +4	+0.3%	+$363	0.04%	141
2024 Q2	$104K	Hold	1,144	–	–	0.04%	141
2024 Q1	$96.4K	Hold	1,144	–	–	0.04%	142
2023 Q4	$86.6K	Buy	1,144 +4	+0.4%	+$283	0.04%	145
2023 Q3	$75.9K	Hold	1,140	–	–	0.04%	148
2023 Q2	$78.3K	Buy	1,140 +4	+0.4%	+$254	0.04%	151
2023 Q1	$69.4K	Hold	1,136	–	–	0.03%	163
2022 Q4	$60.8K	Buy	1,136 +4	+0.4%	+$220	0.03%	166
2022 Q3	$60K	Buy	1,132 +4	+0.4%	+$235	0.03%	162
2022 Q2	$62K	Hold	1,128	–	–	0.03%	165
2022 Q1	$78K	Buy	1,128 +4	+0.4%	+$273	0.03%	164
2021 Q4	$86K	Hold	1,124	–	–	0.04%	130
2021 Q3	$77K	Buy	1,124 +4	+0.4%	+$283	0.03%	169
2021 Q2	$76K	Hold	1,120	–	–	0.03%	164
2021 Q1	$68K	Hold	1,120	–	–	0.03%	174
2020 Q4	$67K	Sell	1,120 -8	-0.7%	-$455	0.03%	161
2020 Q3	$61K	Hold	1,128	–	–	0.04%	139
2020 Q2	$54K	Buy	1,128 +4	+0.4%	+$176	0.03%	141
2020 Q1	$42K	Sell	1,124 -1,384	-55%	-$59.6K	0.03%	144
2019 Q4	$110K	Sell	2,508 -72	-3%	-$3.01K	0.06%	116
2019 Q3	$103K	Buy	2,580 +8	+0.3%	+$321	0.06%	119
2019 Q2	$101K	Buy	2,572 +8	+0.3%	+$310	0.06%	117
2019 Q1	$97K	Buy	2,564 +8	+0.3%	+$287	0.06%	114
2018 Q4	$84K	Buy	2,556 +12	+0.5%	+$423	0.06%	121
2018 Q3	$99K	Buy	2,544 +8	+0.3%	+$303	0.06%	119
2018 Q2	$91K	Hold	2,536	–	–	0.06%	121
2018 Q1	$86K	Buy	2,536 +8	+0.3%	+$280	0.06%	125
2017 Q4	$85K	Buy	2,528 +628	+33%	+$20.6K	0.06%	126
2017 Q3	$59K	Buy	1,900 +8	+0.4%	+$245	0.04%	131
2017 Q2	$56K	Buy	1,892 +4	+0.2%	+$117	0.04%	119
2017 Q1	$54K	Buy	1,888 +8	+0.4%	+$222	0.04%	120
2016 Q4	$49K	Buy	1,880 +4	+0.2%	+$104	0.04%	123
2016 Q3	$49K	Buy	1,876 +8	+0.4%	+$208	0.04%	112
2016 Q2	$47K	Buy	1,868 +8	+0.4%	+$200	0.04%	112
2016 Q1	$46K	Buy	1,860 +1,320	+244%	+$31.2K	0.04%	107
2015 Q4	$13K	Buy	+540	New	+$13.5K	0.01%	156

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jackson Grant Investment Advisers increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.08% in Q2 2026, buying an estimated $121 and bringing the position to 1,257 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #140.

Jackson Grant Investment Advisers first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Jackson Grant Investment Advisers held 1,257 shares of iShares Russell 1000 Growth ETF worth $156K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #140 holding.
Jackson Grant Investment Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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