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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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