Jackson Grant Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Sell |
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|
2025
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $915K | Sell |
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|
2020
Q1 | $758K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $975K | Sell |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $952K | Sell |
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|
2018
Q4 | $884K | Sell |
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|
2018
Q3 | $1.14M | Buy |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | $803K | Buy |
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|
2017
Q3 | $703K | Buy |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | $580K | Buy |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $275K | Sell |
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|
2015
Q4 | $385K | Buy |
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