JWM
Jackson Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
5,089
+108
| +2% | +$18.3K | 0.09% | 93 |
|
|
2025
Q1 | $698K | Buy |
4,981
+27
| +0.5% | +$3.78K | 0.08% | 99 |
|
|
2024
Q4 | $714K | Buy |
+4,954
| New | +$714K | 0.08% | 99 |
|
|
2023
Q1 | – | Sell |
-40,440
| Closed | -$3.89M | – | 150 |
|
|
2022
Q4 | $3.89M | Buy |
+40,440
| New | +$3.89M | 1.43% | 26 |
|