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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.21K Buy
100
+21
+27% +$1.93K ﹤0.01% 273
2025
Q1 		$6.71K Hold
79
– – ﹤0.01% 283
2024
Q4 		$6.95K Buy
79
+1
+1% +$88 ﹤0.01% 291
2024
Q3 		$6.9K Buy
+78
New +$6.9K ﹤0.01% 290