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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Hold	81	–	–	﹤0.01%	286
2026 Q1	$11.8K	Buy	81 +53	+189%	+$7.87K	﹤0.01%	290
2025 Q4	$3.9K	Hold	28	–	–	﹤0.01%	365
2025 Q3	$3.85K	Buy	28 +1	+4%	+$137	﹤0.01%	372
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	+$3.41K	﹤0.01%	342
2020 Q1	–	Sell	-754	Closed	-$71K	–	220
2019 Q4	$71K	Buy	754 +5	+0.7%	+$457	0.04%	135
2019 Q3	$67K	Buy	749 +4	+0.5%	+$354	0.04%	138
2019 Q2	$66K	Buy	745 +3	+0.4%	+$263	0.04%	135
2019 Q1	$64K	Buy	742 +4	+0.5%	+$337	0.04%	133
2018 Q4	$56K	Buy	738 +9	+1%	+$753	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%	+$266	0.04%	133
2017 Q4	$64K	Buy	+722	New	+$62.7K	0.04%	133

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Jackson Grant Investment Advisers held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 81 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Jackson Grant Investment Advisers first reported a position in IWS in Q4 2017 and has held it in 17 quarters since. The position peaked at $71K in Q4 2019. 486 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Jackson Grant Investment Advisers held 81 shares of iShares Russell Mid-Cap Value ETF worth $13.3K as of Q2 2026.
Jackson Grant Investment Advisers left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #286 holding.
Jackson Grant Investment Advisers first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 17 quarters since.
Jackson Grant Investment Advisers's iShares Russell Mid-Cap Value ETF position peaked at $71K in Q4 2019.
486 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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