Jackson Grant Investment Advisers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Hold |
27
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $3.44K | Hold |
27
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $3.52K | Hold |
27
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $3.59K | Buy |
+27
| New | +$3.59K | ﹤0.01% | 342 |
|
|
2020
Q1 | – | Sell |
-754
| Closed | -$71K | – | 220 |
|
|
2019
Q4 | $71K | Buy |
754
+5
| +0.7% | +$471 | 0.04% | 135 |
|
|
2019
Q3 | $67K | Buy |
749
+4
| +0.5% | +$358 | 0.04% | 138 |
|
|
2019
Q2 | $66K | Buy |
745
+3
| +0.4% | +$266 | 0.04% | 135 |
|
|
2019
Q1 | $64K | Buy |
742
+4
| +0.5% | +$345 | 0.04% | 133 |
|
|
2018
Q4 | $56K | Buy |
738
+9
| +1% | +$683 | 0.04% | 136 |
|
|
2018
Q3 | $66K | Buy |
729
+4
| +0.6% | +$362 | 0.04% | 135 |
|
|
2018
Q2 | $64K | Hold |
725
| – | – | 0.04% | 135 |
|
|
2018
Q1 | $63K | Buy |
725
+3
| +0.4% | +$261 | 0.04% | 133 |
|
|
2017
Q4 | $64K | Buy |
+722
| New | +$64K | 0.04% | 133 |
|