Jackson Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jackson Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,384	Closed	-$748K	–	130
2021 Q1	$748K	Buy	3,384 +691	+26%	+$151K	0.11%	100
2020 Q4	$528K	Sell	2,693 -231	-8%	-$40.4K	0.07%	112
2020 Q3	$438K	Buy	2,924 +33	+1%	+$4.96K	0.07%	111
2020 Q2	$414K	Buy	+2,891	New	+$379K	0.07%	112
2020 Q1	–	Sell	-3,839	Closed	-$630K	–	128
2019 Q4	$630K	Buy	+3,839	New	+$607K	0.1%	130
2016 Q4	–	Sell	-11,038	Closed	-$1.33M	–	71
2016 Q3	$1.33M	Sell	11,038 -5,240	-32%	-$637K	0.51%	46
2016 Q2	$1.87M	Buy	+16,278	New	+$1.84M	0.7%	32
2016 Q1	–	Sell	-27,998	Closed	-$2.9M	–	67
2015 Q4	$2.9M	Buy	+27,998	New	+$3.23M	1.15%	22
2015 Q2	–	Sell	-32,163	Closed	-$4M	–	110
2015 Q1	$4M	Buy	32,163 +2,160	+7%	+$260K	1.29%	20
2014 Q4	$3.59M	Buy	+30,003	New	+$3.43M	1.17%	23

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jackson Wealth Management's IWM Position: Q2 2021 in Review

Jackson Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 3,384 shares — an estimated $748K sold.

Jackson Wealth Management first reported a position in IWM in Q4 2014 and held it in 10 quarters. The position peaked at $4M in Q1 2015. 1,823 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Jackson Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Jackson Wealth Management sold 3,384 iShares Russell 2000 ETF shares in Q2 2021, an estimated $748K.
Jackson Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 10 quarters.
Jackson Wealth Management's iShares Russell 2000 ETF position peaked at $4M in Q1 2015.
1,823 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Jackson Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.