Jackson Grant Investment Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.61K	Hold	52	–	–	﹤0.01%	333
2026 Q1	$6.66K	Buy	+52	New	+$7.04K	﹤0.01%	327
2025 Q1	–	Sell	-668	Closed	-$84.7K	–	393
2024 Q4	$84.7K	Sell	668 -169	-20%	-$21.5K	0.03%	149
2024 Q3	$98.1K	Buy	837 +1	+0.1%	+$112	0.04%	147
2024 Q2	$92.2K	Buy	836 +1	+0.1%	+$110	0.04%	145
2024 Q1	$95.3K	Buy	835 +1	+0.1%	+$108	0.04%	143
2023 Q4	$87.1K	Buy	834 +1	+0.1%	+$95	0.04%	144
2023 Q3	$76.1K	Buy	833 +2	+0.2%	+$191	0.04%	147
2023 Q2	$80.3K	Buy	831 +1	+0.1%	+$91	0.04%	145
2023 Q1	$75.6K	Buy	830 +1	+0.1%	+$89	0.04%	155
2022 Q4	$69.3K	Buy	829 +2	+0.2%	+$168	0.03%	158
2022 Q3	$65K	Buy	827 +2	+0.2%	+$172	0.03%	154
2022 Q2	$65K	Buy	825 +1	+0.1%	+$87	0.03%	158
2022 Q1	$83K	Buy	824 +1	+0.1%	+$100	0.03%	158
2021 Q4	$95K	Buy	823 +1	+0.1%	+$117	0.05%	126
2021 Q3	$92K	Buy	822 +1	+0.1%	+$115	0.04%	152
2021 Q2	$93K	Hold	821	–	–	0.04%	148
2021 Q1	$84K	Buy	821 +1	+0.1%	+$105	0.04%	152
2020 Q4	$84K	Hold	820	–	–	0.04%	145
2020 Q3	$71K	Buy	820 +2	+0.2%	+$169	0.04%	128
2020 Q2	$65K	Hold	818	–	–	0.04%	130
2020 Q1	$50K	Buy	818 +2	+0.2%	+$146	0.04%	137
2019 Q4	$62K	Buy	816 +2	+0.2%	+$147	0.03%	139
2019 Q3	$58K	Hold	814	–	–	0.03%	141
2019 Q2	$58K	Buy	814 +2	+0.2%	+$139	0.03%	140
2019 Q1	$55K	Buy	812 +2	+0.2%	+$128	0.03%	140
2018 Q4	$46K	Buy	810 +4	+0.5%	+$243	0.03%	144
2018 Q3	$55K	Hold	806	–	–	0.03%	140
2018 Q2	$51K	Hold	806	–	–	0.04%	147
2018 Q1	$50K	Buy	806 +2	+0.2%	+$125	0.04%	146
2017 Q4	$48K	Buy	+804	New	+$47.3K	0.03%	147

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Jackson Grant Investment Advisers held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 52 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Jackson Grant Investment Advisers first reported a position in IWP in Q4 2017 and has held it in 31 quarters since. The position peaked at $98.1K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Jackson Grant Investment Advisers held 52 shares of iShares Russell Mid-Cap Growth ETF worth $7.61K as of Q2 2026.
Jackson Grant Investment Advisers left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #333 holding.
Jackson Grant Investment Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 31 quarters since.
Jackson Grant Investment Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $98.1K in Q3 2024.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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