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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Hold	101	–	–	﹤0.01%	305
2026 Q1	$9.81K	Hold	101	–	–	﹤0.01%	305
2025 Q4	$9.69K	Buy	101 +1	+1%	+$96	﹤0.01%	304
2025 Q3	$9.69K	Hold	100	–	–	﹤0.01%	297
2025 Q2	$9.21K	Buy	100 +21	+27%	+$1.81K	﹤0.01%	273
2025 Q1	$6.71K	Hold	79	–	–	﹤0.01%	283
2024 Q4	$6.95K	Buy	79 +1	+1%	+$91	﹤0.01%	291
2024 Q3	$6.9K	Buy	+78	New	+$6.57K	﹤0.01%	290

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Jackson Grant Investment Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 101 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Jackson Grant Investment Advisers first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Jackson Grant Investment Advisers held 101 shares of iShares Russell Mid-Cap ETF worth $11.2K as of Q2 2026.
Jackson Grant Investment Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #305 holding.
Jackson Grant Investment Advisers first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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