Jackson Grant Investment Advisers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Hold |
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2025
Q1 | $3.44K | Hold |
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|
2024
Q4 | $3.52K | Hold |
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|
2024
Q3 | $3.59K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $71K | Buy |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q2 | $66K | Buy |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $63K | Buy |
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|
2017
Q4 | $64K | Buy |
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