Jackson Grant Investment Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-668
| Closed | -$84.7K | – | 393 |
|
|
2024
Q4 | $84.7K | Sell |
668
-169
| -20% | -$21.4K | 0.03% | 149 |
|
|
2024
Q3 | $98.1K | Buy |
837
+1
| +0.1% | +$117 | 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% | +$114 | 0.04% | 143 |
|
|
2023
Q4 | $87.1K | Buy |
834
+1
| +0.1% | +$104 | 0.04% | 144 |
|
|
2023
Q3 | $76.1K | Buy |
833
+2
| +0.2% | +$183 | 0.04% | 147 |
|
|
2023
Q2 | $80.3K | Buy |
831
+1
| +0.1% | +$97 | 0.04% | 145 |
|
|
2023
Q1 | $75.6K | Buy |
830
+1
| +0.1% | +$91 | 0.04% | 155 |
|
|
2022
Q4 | $69.3K | Buy |
829
+2
| +0.2% | +$167 | 0.03% | 158 |
|
|
2022
Q3 | $65K | Buy |
827
+2
| +0.2% | +$157 | 0.03% | 154 |
|
|
2022
Q2 | $65K | Buy |
825
+1
| +0.1% | +$79 | 0.03% | 158 |
|
|
2022
Q1 | $83K | Buy |
824
+1
| +0.1% | +$101 | 0.03% | 158 |
|
|
2021
Q4 | $95K | Buy |
823
+1
| +0.1% | +$115 | 0.05% | 126 |
|
|
2021
Q3 | $92K | Buy |
822
+1
| +0.1% | +$112 | 0.04% | 152 |
|
|
2021
Q2 | $93K | Hold |
821
| – | – | 0.04% | 148 |
|
|
2021
Q1 | $84K | Buy |
821
+1
| +0.1% | +$102 | 0.04% | 152 |
|
|
2020
Q4 | $84K | Hold |
820
| – | – | 0.04% | 145 |
|
|
2020
Q3 | $71K | Buy |
820
+2
| +0.2% | +$173 | 0.04% | 128 |
|
|
2020
Q2 | $65K | Hold |
818
| – | – | 0.04% | 130 |
|
|
2020
Q1 | $50K | Buy |
818
+2
| +0.2% | +$122 | 0.04% | 137 |
|
|
2019
Q4 | $62K | Buy |
816
+2
| +0.2% | +$152 | 0.03% | 139 |
|
|
2019
Q3 | $58K | Hold |
814
| – | – | 0.03% | 141 |
|
|
2019
Q2 | $58K | Buy |
814
+2
| +0.2% | +$143 | 0.03% | 140 |
|
|
2019
Q1 | $55K | Buy |
812
+2
| +0.2% | +$135 | 0.03% | 140 |
|
|
2018
Q4 | $46K | Buy |
810
+4
| +0.5% | +$227 | 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% | +$124 | 0.04% | 146 |
|
|
2017
Q4 | $48K | Buy |
+804
| New | +$48K | 0.03% | 147 |
|