JWM
Jackson Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
2,546
-167
| -6% | -$25.6K | 0.04% | 128 |
|
|
2025
Q1 | $373K | Sell |
2,713
-76
| -3% | -$10.4K | 0.05% | 130 |
|
|
2024
Q4 | $404K | Sell |
2,789
-243
| -8% | -$35.2K | 0.05% | 122 |
|
|
2024
Q3 | $426K | Buy |
+3,032
| New | +$426K | 0.05% | 106 |
|
|
2024
Q2 | – | Sell |
-3,007
| Closed | -$382K | – | 122 |
|
|
2024
Q1 | $382K | Sell |
3,007
-71
| -2% | -$9.02K | 0.05% | 108 |
|
|
2023
Q4 | $354K | Buy |
3,078
+73
| +2% | +$8.4K | 0.05% | 116 |
|
|
2023
Q3 | $311K | Buy |
3,005
+76
| +3% | +$7.87K | 0.04% | 118 |
|
|
2023
Q2 | $312K | Buy |
+2,929
| New | +$312K | 0.05% | 107 |
|
|
2022
Q1 | – | Sell |
-24,214
| Closed | -$2.76M | – | 119 |
|
|
2021
Q4 | $2.76M | Buy |
+24,214
| New | +$2.76M | 0.35% | 75 |
|