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

Jackson Grant Investment Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8K Hold
53
– – ﹤0.01% 297
2026
Q1 		$10.1K Buy
53
+19
+56% +$3.68K ﹤0.01% 304
2025
Q4 		$6.15K Hold
34
– – ﹤0.01% 335
2025
Q3 		$5.97K Hold
34
– – ﹤0.01% 334
2025
Q2 		$5.3K Buy
34
+1
+3% +$149 ﹤0.01% 315
2025
Q1 		$5.05K Hold
33
– – ﹤0.01% 307
2024
Q4 		$5.47K Hold
33
– – ﹤0.01% 306
2024
Q3 		$5.53K Buy
+33
New +$5.36K ﹤0.01% 306

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

Jackson Grant Investment Advisers held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 53 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Jackson Grant Investment Advisers first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Jackson Grant Investment Advisers held 53 shares of iShares Russell 2000 Value ETF worth $11.8K as of Q2 2026.
  • Jackson Grant Investment Advisers left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #297 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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