JWM
Jackson Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,331
| Closed | -$8.55M | – | 168 |
|
|
2024
Q4 | $8.55M | Sell |
36,331
-1,211
| -3% | -$285K | 0.97% | 25 |
|
|
2024
Q3 | $8.26M | Buy |
37,542
+15,424
| +70% | +$3.39M | 0.99% | 26 |
|
|
2024
Q2 | $4.75M | Sell |
22,118
-16,782
| -43% | -$3.6M | 1.02% | 21 |
|
|
2024
Q1 | $7.59M | Sell |
38,900
-284
| -0.7% | -$55.4K | 0.95% | 22 |
|
|
2023
Q4 | $6.87M | Sell |
39,184
-1,533
| -4% | -$269K | 0.9% | 23 |
|
|
2023
Q3 | $6.26M | Buy |
40,717
+760
| +2% | +$117K | 0.9% | 20 |
|
|
2023
Q2 | $6.34M | Buy |
39,957
+25,079
| +169% | +$3.98M | 0.93% | 23 |
|
|
2023
Q1 | $2.07M | Buy |
+14,878
| New | +$2.07M | 1.55% | 20 |
|