JGIA
IWM icon

Jackson Grant Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
9,534
+488
+5% +$126K 0.79% 26
2025
Q4 		$2.23M Buy
9,046
+20
+0.2% +$4.92K 0.73% 26
2025
Q3 		$2.18M Sell
9,026
-37
-0.4% -$8.49K 0.73% 25
2025
Q2 		$1.96M Buy
9,063
+29
+0.3% +$5.84K 0.72% 26
2025
Q1 		$1.8M Sell
9,034
-1,235
-12% -$268K 0.7% 26
2024
Q4 		$2.27M Buy
10,269
+52
+0.5% +$11.9K 0.87% 22
2024
Q3 		$2.26M Buy
10,217
+81
+0.8% +$17.3K 0.84% 23
2024
Q2 		$2.06M Buy
10,136
+831
+9% +$168K 0.83% 24
2024
Q1 		$1.96M Buy
9,305
+40
+0.4% +$7.98K 0.8% 25
2023
Q4 		$1.86M Buy
9,265
+59
+0.6% +$10.6K 0.82% 24
2023
Q3 		$1.63M Sell
9,206
-65
-0.7% -$12.2K 0.78% 25
2023
Q2 		$1.74M Buy
9,271
+403
+5% +$71.8K 0.81% 24
2023
Q1 		$1.58M Buy
8,868
+888
+11% +$163K 0.74% 26
2022
Q4 		$1.39M Buy
7,980
+22
+0.3% +$3.91K 0.67% 28
2022
Q3 		$1.31M Buy
7,958
+87
+1% +$15.9K 0.69% 25
2022
Q2 		$1.33M Sell
7,871
-222
-3% -$40.9K 0.66% 24
2022
Q1 		$1.66M Buy
8,093
+145
+2% +$29.6K 0.7% 24
2021
Q4 		$1.77M Buy
7,948
+454
+6% +$103K 0.9% 21
2021
Q3 		$1.64M Buy
7,494
+29
+0.4% +$6.43K 0.73% 24
2021
Q2 		$1.71M Buy
7,465
+151
+2% +$34K 0.75% 23
2021
Q1 		$1.62M Buy
7,314
+440
+6% +$96.1K 0.74% 24
2020
Q4 		$1.35M Buy
6,874
+65
+1% +$11.4K 0.69% 25
2020
Q3 		$1.02M Buy
6,809
+418
+7% +$62.9K 0.61% 29
2020
Q2 		$915K Sell
6,391
-231
-3% -$30.3K 0.58% 29
2020
Q1 		$758K Sell
6,622
-187
-3% -$27.9K 0.56% 32
2019
Q4 		$1.13M Buy
6,809
+364
+6% +$57.5K 0.61% 28
2019
Q3 		$975K Sell
6,445
-5
-0.1% -$763 0.55% 29
2019
Q2 		$1M Buy
6,450
+228
+4% +$35.1K 0.58% 29
2019
Q1 		$952K Sell
6,222
-383
-6% -$57.6K 0.57% 29
2018
Q4 		$884K Sell
6,605
-174
-3% -$26K 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% +$170K 0.73% 27
2018
Q1 		$819K Buy
5,396
+131
+2% +$20.2K 0.57% 30
2017
Q4 		$803K Buy
5,265
+522
+11% +$78.4K 0.54% 30
2017
Q3 		$703K Buy
4,743
+271
+6% +$38.1K 0.51% 31
2017
Q2 		$630K Buy
4,472
+254
+6% +$35.2K 0.49% 32
2017
Q1 		$580K Buy
4,218
+1,524
+57% +$208K 0.47% 33
2016
Q4 		$363K Buy
2,694
+39
+1% +$4.98K 0.31% 42
2016
Q3 		$330K Buy
2,655
+78
+3% +$9.48K 0.27% 44
2016
Q2 		$296K Buy
2,577
+88
+4% +$9.93K 0.26% 43
2016
Q1 		$275K Sell
2,489
-941
-27% -$97.4K 0.25% 47
2015
Q4 		$385K Buy
+3,430
New +$396K 0.37% 43

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jackson Grant Investment Advisers's IWM Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q1 2026, buying an estimated $126K and bringing the position to 9,534 shares worth $2.36M. The position accounts for 0.79% of the portfolio, ranked #26.

Jackson Grant Investment Advisers first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jackson Grant Investment Advisers held 9,534 shares of iShares Russell 2000 ETF worth $2.36M as of Q1 2026.
  • Jackson Grant Investment Advisers bought 488 iShares Russell 2000 ETF shares in Q1 2026, an estimated $126K.
  • iShares Russell 2000 ETF made up 0.79% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #26 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.