Jackson Grant Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
9,063
+29
| +0.3% | +$6.26K | 0.72% | 26 |
|
|
2025
Q1 | $1.8M | Sell |
9,034
-1,235
| -12% | -$246K | 0.7% | 26 |
|
|
2024
Q4 | $2.27M | Buy |
10,269
+52
| +0.5% | +$11.5K | 0.87% | 22 |
|
|
2024
Q3 | $2.26M | Buy |
10,217
+81
| +0.8% | +$17.9K | 0.84% | 23 |
|
|
2024
Q2 | $2.06M | Buy |
10,136
+831
| +9% | +$169K | 0.83% | 24 |
|
|
2024
Q1 | $1.96M | Buy |
9,305
+40
| +0.4% | +$8.41K | 0.8% | 25 |
|
|
2023
Q4 | $1.86M | Buy |
9,265
+59
| +0.6% | +$11.8K | 0.82% | 24 |
|
|
2023
Q3 | $1.63M | Sell |
9,206
-65
| -0.7% | -$11.5K | 0.78% | 25 |
|
|
2023
Q2 | $1.74M | Buy |
9,271
+403
| +5% | +$75.5K | 0.81% | 24 |
|
|
2023
Q1 | $1.58M | Buy |
8,868
+888
| +11% | +$158K | 0.74% | 26 |
|
|
2022
Q4 | $1.39M | Buy |
7,980
+22
| +0.3% | +$3.84K | 0.67% | 28 |
|
|
2022
Q3 | $1.31M | Buy |
7,958
+87
| +1% | +$14.4K | 0.69% | 25 |
|
|
2022
Q2 | $1.33M | Sell |
7,871
-222
| -3% | -$37.6K | 0.66% | 24 |
|
|
2022
Q1 | $1.66M | Buy |
8,093
+145
| +2% | +$29.8K | 0.7% | 24 |
|
|
2021
Q4 | $1.77M | Buy |
7,948
+454
| +6% | +$101K | 0.9% | 21 |
|
|
2021
Q3 | $1.64M | Buy |
7,494
+29
| +0.4% | +$6.34K | 0.73% | 24 |
|
|
2021
Q2 | $1.71M | Buy |
7,465
+151
| +2% | +$34.6K | 0.75% | 23 |
|
|
2021
Q1 | $1.62M | Buy |
7,314
+440
| +6% | +$97.2K | 0.74% | 24 |
|
|
2020
Q4 | $1.35M | Buy |
6,874
+65
| +1% | +$12.7K | 0.69% | 25 |
|
|
2020
Q3 | $1.02M | Buy |
6,809
+418
| +7% | +$62.6K | 0.61% | 29 |
|
|
2020
Q2 | $915K | Sell |
6,391
-231
| -3% | -$33.1K | 0.58% | 29 |
|
|
2020
Q1 | $758K | Sell |
6,622
-187
| -3% | -$21.4K | 0.56% | 32 |
|
|
2019
Q4 | $1.13M | Buy |
6,809
+364
| +6% | +$60.3K | 0.61% | 28 |
|
|
2019
Q3 | $975K | Sell |
6,445
-5
| -0.1% | -$756 | 0.55% | 29 |
|
|
2019
Q2 | $1M | Buy |
6,450
+228
| +4% | +$35.5K | 0.58% | 29 |
|
|
2019
Q1 | $952K | Sell |
6,222
-383
| -6% | -$58.6K | 0.57% | 29 |
|
|
2018
Q4 | $884K | Sell |
6,605
-174
| -3% | -$23.3K | 0.62% | 29 |
|
|
2018
Q3 | $1.14M | Buy |
6,779
+323
| +5% | +$54.5K | 0.72% | 27 |
|
|
2018
Q2 | $1.06M | Buy |
6,456
+1,060
| +20% | +$174K | 0.73% | 27 |
|
|
2018
Q1 | $819K | Buy |
5,396
+131
| +2% | +$19.9K | 0.57% | 30 |
|
|
2017
Q4 | $803K | Buy |
5,265
+522
| +11% | +$79.6K | 0.54% | 30 |
|
|
2017
Q3 | $703K | Buy |
4,743
+271
| +6% | +$40.2K | 0.51% | 31 |
|
|
2017
Q2 | $630K | Buy |
4,472
+254
| +6% | +$35.8K | 0.49% | 32 |
|
|
2017
Q1 | $580K | Buy |
4,218
+1,524
| +57% | +$210K | 0.47% | 33 |
|
|
2016
Q4 | $363K | Buy |
2,694
+39
| +1% | +$5.26K | 0.31% | 42 |
|
|
2016
Q3 | $330K | Buy |
2,655
+78
| +3% | +$9.7K | 0.27% | 44 |
|
|
2016
Q2 | $296K | Buy |
2,577
+88
| +4% | +$10.1K | 0.26% | 43 |
|
|
2016
Q1 | $275K | Sell |
2,489
-941
| -27% | -$104K | 0.25% | 47 |
|
|
2015
Q4 | $385K | Buy |
+3,430
| New | +$385K | 0.37% | 43 |
|