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

Jackson Grant Investment Advisers’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
4,949
+33
+0.7% +$12K 0.61% 31
2026
Q1 		$1.54M Sell
4,916
-140
-3% -$46.6K 0.52% 35
2025
Q4 		$1.63M Sell
5,056
-242
-5% -$78.7K 0.54% 34
2025
Q3 		$1.7M Buy
5,298
+5
+0.1% +$1.51K 0.57% 33
2025
Q2 		$1.51M Sell
5,293
-60
-1% -$15.8K 0.56% 35
2025
Q1 		$1.37M Sell
5,353
-17
-0.3% -$4.8K 0.53% 34
2024
Q4 		$1.55M Buy
5,370
+95
+2% +$28.1K 0.59% 29
2024
Q3 		$1.5M Buy
5,275
+9
+0.2% +$2.46K 0.56% 31
2024
Q2 		$1.38M Buy
5,266
+7
+0.1% +$1.82K 0.56% 32
2024
Q1 		$1.42M Sell
5,259
-9
-0.2% -$2.3K 0.58% 30
2023
Q4 		$1.33M Sell
5,268
-402
-7% -$90.6K 0.59% 30
2023
Q3 		$1.27M Buy
5,670
+10
+0.2% +$2.39K 0.61% 31
2023
Q2 		$1.37M Buy
5,660
+7
+0.1% +$1.6K 0.64% 29
2023
Q1 		$1.28M Sell
5,653
-751
-12% -$172K 0.6% 30
2022
Q4 		$1.37M Sell
6,404
-41
-0.6% -$8.98K 0.66% 29
2022
Q3 		$1.33M Sell
6,445
-51
-0.8% -$11.5K 0.7% 24
2022
Q2 		$1.34M Buy
6,496
+7
+0.1% +$1.56K 0.66% 23
2022
Q1 		$1.66M Sell
6,489
-5
-0.1% -$1.28K 0.7% 25
2021
Q4 		$1.9M Buy
6,494
+6
+0.1% +$1.81K 0.97% 19
2021
Q3 		$1.91M Sell
6,488
-438
-6% -$132K 0.85% 22
2021
Q2 		$2.16M Sell
6,926
-695
-9% -$209K 0.95% 22
2021
Q1 		$2.29M Buy
7,621
+6
+0.1% +$1.86K 1.05% 21
2020
Q4 		$2.18M Buy
7,615
+8
+0.1% +$2.04K 1.11% 19
2020
Q3 		$1.69M Sell
7,607
-354
-4% -$77.5K 1.01% 19
2020
Q2 		$1.65M Sell
7,961
-79
-1% -$14.8K 1.05% 19
2020
Q1 		$1.27M Buy
8,040
+22
+0.3% +$4.37K 0.94% 19
2019
Q4 		$1.72M Sell
8,018
-81
-1% -$16.4K 0.93% 20
2019
Q3 		$1.56M Sell
8,099
-14
-0.2% -$2.78K 0.89% 21
2019
Q2 		$1.63M Buy
8,113
+14
+0.2% +$2.77K 0.95% 19
2019
Q1 		$1.59M Sell
8,099
-658
-8% -$125K 0.96% 19
2018
Q4 		$1.47M Buy
8,757
+30
+0.3% +$5.59K 1.03% 18
2018
Q3 		$1.88M Buy
8,727
+257
+3% +$54.8K 1.18% 18
2018
Q2 		$1.73M Sell
8,470
-40
-0.5% -$8K 1.19% 16
2018
Q1 		$1.62M Buy
8,510
+13
+0.2% +$2.5K 1.13% 19
2017
Q4 		$1.59M Buy
8,497
+43
+0.5% +$7.85K 1.07% 19
2017
Q3 		$1.51M Buy
8,454
+19
+0.2% +$3.23K 1.09% 18
2017
Q2 		$1.42M Buy
8,435
+104
+1% +$17.1K 1.1% 18
2017
Q1 		$1.35M Sell
8,331
-36
-0.4% -$5.71K 1.08% 18
2016
Q4 		$1.29M Buy
8,367
+328
+4% +$49K 1.1% 19
2016
Q3 		$1.2M Sell
8,039
-294
-4% -$42.8K 0.99% 18
2016
Q2 		$1.14M Buy
8,333
+30
+0.4% +$4.05K 1.01% 22
2016
Q1 		$1.1M Sell
8,303
-518
-6% -$64.6K 1.01% 22
2015
Q4 		$1.23M Buy
+8,821
New +$1.25M 1.17% 17

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Jackson Grant Investment Advisers increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.67% in Q2 2026, buying an estimated $12K and bringing the position to 4,949 shares worth $1.95M. The position accounts for 0.61% of the portfolio, ranked #31.

Jackson Grant Investment Advisers first reported a position in IWO in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.29M in Q1 2021. 507 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Jackson Grant Investment Advisers held 4,949 shares of iShares Russell 2000 Growth ETF worth $1.95M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 33 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $12K.
  • iShares Russell 2000 Growth ETF made up 0.61% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #31 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's iShares Russell 2000 Growth ETF position peaked at $2.29M in Q1 2021.
  • 507 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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