JWM
Jackson Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Hold |
2,801
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $890K | Hold |
2,801
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $936K | Hold |
2,801
| – | – | 0.11% | 93 |
|
|
2024
Q3 | $915K | Hold |
2,801
| – | – | 0.11% | 91 |
|
|
2024
Q2 | $865K | Hold |
2,801
| – | – | 0.19% | 83 |
|
|
2024
Q1 | $841K | Hold |
2,801
| – | – | 0.11% | 92 |
|
|
2023
Q4 | $767K | Hold |
2,801
| – | – | 0.1% | 96 |
|
|
2023
Q3 | $686K | Hold |
2,801
| – | – | 0.1% | 97 |
|
|
2023
Q2 | $713K | Hold |
2,801
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $659K | Hold |
2,801
| – | – | 0.5% | 68 |
|
|
2022
Q4 | $618K | Hold |
2,801
| – | – | 0.23% | 65 |
|
|
2022
Q3 | $580K | Buy |
+2,801
| New | +$580K | 0.11% | 80 |
|
|
2022
Q2 | – | Sell |
-2,801
| Closed | -$735K | – | 107 |
|
|
2022
Q1 | $735K | Hold |
2,801
| – | – | 0.1% | 94 |
|
|
2021
Q4 | $777K | Buy |
+2,801
| New | +$777K | 0.1% | 97 |
|
|
2021
Q3 | – | Sell |
-2,801
| Closed | -$717K | – | 105 |
|
|
2021
Q2 | $717K | Hold |
2,801
| – | – | 0.09% | 101 |
|
|
2021
Q1 | $664K | Hold |
2,801
| – | – | 0.1% | 102 |
|
|
2020
Q4 | $626K | Hold |
2,801
| – | – | 0.09% | 110 |
|
|
2020
Q3 | $548K | Sell |
2,801
-42
| -1% | -$8.22K | 0.08% | 108 |
|
|
2020
Q2 | $512K | Sell |
2,843
-1,742
| -38% | -$314K | 0.09% | 109 |
|
|
2020
Q1 | $780K | Sell |
4,585
-17,834
| -80% | -$3.03M | 0.16% | 87 |
|
|
2019
Q4 | $4.31M | Sell |
22,419
-536
| -2% | -$103K | 0.72% | 43 |
|
|
2019
Q3 | $3.94M | Sell |
22,955
-344
| -1% | -$59K | 0.83% | 35 |
|
|
2019
Q2 | $4.09M | Sell |
23,299
-2,891
| -11% | -$507K | 0.89% | 27 |
|
|
2019
Q1 | $4.37M | Buy |
26,190
+2,245
| +9% | +$374K | 1.07% | 30 |
|
|
2018
Q4 | $3.44M | Sell |
23,945
-25,578
| -52% | -$3.67M | 1.03% | 29 |
|
|
2018
Q3 | $8.53M | Buy |
49,523
+3,986
| +9% | +$687K | 1.8% | 15 |
|
|
2018
Q2 | $7.68M | Sell |
45,537
-4,718
| -9% | -$795K | 1.79% | 14 |
|
|
2018
Q1 | $7.86M | Sell |
50,255
-4,060
| -7% | -$635K | 2.2% | 13 |
|
|
2017
Q4 | $8.82M | Sell |
54,315
-54,612
| -50% | -$8.87M | 2.24% | 13 |
|
|
2017
Q3 | $16.5M | Buy |
108,927
+1,486
| +1% | +$225K | 4.46% | 4 |
|
|
2017
Q2 | $15.7M | Buy |
107,441
+6,790
| +7% | +$994K | 4.98% | 4 |
|
|
2017
Q1 | $14M | Buy |
100,651
+35,529
| +55% | +$4.95M | 5.07% | 4 |
|
|
2016
Q4 | $8.77M | Buy |
+65,122
| New | +$8.77M | 3.42% | 6 |
|
|
2016
Q1 | – | Sell |
-37,041
| Closed | -$4.21M | – | 68 |
|
|
2015
Q4 | $4.21M | Buy |
37,041
+1,150
| +3% | +$131K | 1.66% | 13 |
|
|
2015
Q3 | $4.09M | Buy |
35,891
+2,301
| +7% | +$262K | 1.47% | 15 |
|
|
2015
Q2 | $4.15M | Buy |
33,590
+1,011
| +3% | +$125K | 1.4% | 13 |
|
|
2015
Q1 | $4.04M | Buy |
32,579
+3,568
| +12% | +$442K | 1.3% | 17 |
|
|
2014
Q4 | $3.55M | Buy |
+29,011
| New | +$3.55M | 1.16% | 24 |
|