Jackson Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Hold	2,801	–	–	0.11%	89
2025 Q4	$1.08M	Hold	2,801	–	–	0.11%	87
2025 Q3	$1.06M	Hold	2,801	–	–	0.11%	86
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	+$644K	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	+$759K	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%	-$8.13K	0.08%	108
2020 Q2	$512K	Sell	2,843 -1,742	-38%	-$295K	0.09%	109
2020 Q1	$780K	Sell	4,585 -17,834	-80%	-$3.17M	0.16%	87
2019 Q4	$4.31M	Sell	22,419 -536	-2%	-$96.6K	0.72%	43
2019 Q3	$3.94M	Sell	22,955 -344	-1%	-$59.7K	0.83%	35
2019 Q2	$4.09M	Sell	23,299 -2,891	-11%	-$490K	0.89%	27
2019 Q1	$4.37M	Buy	26,190 +2,245	+9%	+$360K	1.07%	30
2018 Q4	$3.44M	Sell	23,945 -25,578	-52%	-$4.06M	1.03%	29
2018 Q3	$8.53M	Buy	49,523 +3,986	+9%	+$675K	1.8%	15
2018 Q2	$7.67M	Sell	45,537 -4,718	-9%	-$758K	1.79%	14
2018 Q1	$7.86M	Sell	50,255 -4,060	-7%	-$656K	2.2%	13
2017 Q4	$8.82M	Sell	54,315 -54,612	-50%	-$8.42M	2.24%	13
2017 Q3	$16.5M	Buy	108,927 +1,486	+1%	+$217K	4.46%	4
2017 Q2	$15.7M	Buy	107,441 +6,790	+7%	+$965K	4.98%	4
2017 Q1	$14M	Buy	100,651 +35,529	+55%	+$4.91M	5.07%	4
2016 Q4	$8.77M	Buy	+65,122	New	+$8.44M	3.42%	6
2016 Q1	–	Sell	-37,041	Closed	-$4.21M	–	68
2015 Q4	$4.21M	Buy	37,041 +1,150	+3%	+$140K	1.66%	13
2015 Q3	$4.09M	Buy	35,891 +2,301	+7%	+$279K	1.47%	15
2015 Q2	$4.15M	Buy	33,590 +1,011	+3%	+$127K	1.4%	13
2015 Q1	$4.04M	Buy	32,579 +3,568	+12%	+$439K	1.3%	17
2014 Q4	$3.55M	Buy	+29,011	New	+$3.46M	1.16%	24

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's IWV Position: Q1 2026 in Review

Jackson Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,801 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #89.

Jackson Wealth Management first reported a position in IWV in Q4 2014 and has held it in 41 quarters since. The position peaked at $16.5M in Q3 2017. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Jackson Wealth Management held 2,801 shares of iShares Russell 3000 ETF worth $1.04M as of Q1 2026.
Jackson Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.11% of Jackson Wealth Management's portfolio in Q1 2026, its #89 holding.
Jackson Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 41 quarters since.
Jackson Wealth Management's iShares Russell 3000 ETF position peaked at $16.5M in Q3 2017.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.