JWM
Jackson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Buy |
+19,941
| New | +$8.47M | 0.92% | 28 |
|
|
2021
Q1 | – | Sell |
-8,522
| Closed | -$2.06M | – | 127 |
|
|
2020
Q4 | $2.06M | Buy |
8,522
+192
| +2% | +$46.3K | 0.28% | 80 |
|
|
2020
Q3 | $1.81M | Buy |
+8,330
| New | +$1.81M | 0.27% | 76 |
|
|
2020
Q1 | – | Sell |
-18,788
| Closed | -$3.44M | – | 127 |
|
|
2019
Q4 | $3.44M | Buy |
18,788
+618
| +3% | +$113K | 0.57% | 50 |
|
|
2019
Q3 | $2.89M | Sell |
18,170
-5,662
| -24% | -$901K | 0.61% | 48 |
|
|
2019
Q2 | $3.84M | Buy |
23,832
+3,331
| +16% | +$537K | 0.84% | 31 |
|
|
2019
Q1 | $3.1M | Sell |
20,501
-1,653
| -7% | -$250K | 0.76% | 37 |
|
|
2018
Q4 | $2.81M | Sell |
22,154
-4,112
| -16% | -$521K | 0.84% | 33 |
|
|
2018
Q3 | $4.1M | Buy |
26,266
+444
| +2% | +$69.3K | 0.86% | 28 |
|
|
2018
Q2 | $3.92M | Sell |
25,822
-5,123
| -17% | -$778K | 0.91% | 30 |
|
|
2018
Q1 | $4.21M | Sell |
30,945
-5,318
| -15% | -$724K | 1.18% | 25 |
|
|
2017
Q4 | $5.06M | Sell |
36,263
-40,694
| -53% | -$5.68M | 1.28% | 26 |
|
|
2017
Q3 | $9.77M | Buy |
76,957
+3,648
| +5% | +$463K | 2.64% | 9 |
|
|
2017
Q2 | $8.94M | Buy |
73,309
+6,106
| +9% | +$745K | 2.83% | 9 |
|
|
2017
Q1 | $7.62M | Buy |
67,203
+25,537
| +61% | +$2.9M | 2.75% | 10 |
|
|
2016
Q4 | $4.48M | Buy |
41,666
+2,420
| +6% | +$260K | 1.75% | 13 |
|
|
2016
Q3 | $4.03M | Buy |
39,246
+1,535
| +4% | +$158K | 1.53% | 14 |
|
|
2016
Q2 | $3.79M | Sell |
37,711
-29,691
| -44% | -$2.98M | 1.41% | 15 |
|
|
2016
Q1 | $6.71M | Sell |
67,402
-443
| -0.7% | -$44.1K | 2.58% | 6 |
|
|
2015
Q4 | $6.41M | Buy |
67,845
+249
| +0.4% | +$23.5K | 2.53% | 8 |
|
|
2015
Q3 | $6.29M | Buy |
67,596
+33,044
| +96% | +$3.07M | 2.25% | 7 |
|
|
2015
Q2 | $3.41M | Buy |
34,552
+1,451
| +4% | +$143K | 1.15% | 20 |
|
|
2015
Q1 | $3.27M | Buy |
33,101
+3,364
| +11% | +$333K | 1.05% | 27 |
|
|
2014
Q4 | $2.84M | Buy |
+29,737
| New | +$2.84M | 0.93% | 27 |
|