ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Jackson, Grant Investment Advisers, Inc.'s Holding History (CIK: 0001650300)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,002 Value ($000) $863 Avg Close — Range —
Q3 2025
Shares 7,165 Value ($000) $865 Avg Close — Range —
Q2 2025
Shares 7,157 Value ($000) $788 Avg Close — Range —
Q1 2025
Shares 7,149 Value ($000) $664 Avg Close — Range —
Q4 2024
Shares 7,141 Value ($000) $725 Avg Close — Range —
Q3 2024
Shares 7,132 Value ($000) $683 Avg Close — Range —
Q2 2024
Shares 7,121 Value ($000) $659 Avg Close — Range —
Q1 2024
Shares 7,116 Value ($000) $601 Avg Close — Range —
Q4 2023
Shares 7,109 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 7,089 Value ($000) $485 Avg Close — Range —
Q2 2023
Shares 7,067 Value ($000) $498 Avg Close — Range —
Q1 2023
Shares 7,052 Value ($000) $451 Avg Close — Range —
Q4 2022
Shares 6,861 Value ($000) $401 Avg Close — Range —
Q3 2022
Shares 6,846 Value ($000) $396 Avg Close — Range —
Q2 2022
Shares 6,828 Value ($000) $412 Avg Close — Range —
Q1 2022
Shares 6,816 Value ($000) $521 Avg Close — Range —
Q4 2021
Shares 6,805 Value ($000) $569 Avg Close — Range —
Q3 2021
Shares 6,797 Value ($000) $502 Avg Close — Range —
Q2 2021
Shares 6,787 Value ($000) $494 Avg Close — Range —
Q1 2021
Shares 6,779 Value ($000) $441 Avg Close — Range —
Q4 2020
Shares 6,769 Value ($000) $432 Avg Close — Range —
Q3 2020
Shares 1,688 Value ($000) $390 Avg Close — Range —
Q2 2020
Shares 1,684 Value ($000) $349 Avg Close — Range —
Q1 2020
Shares 1,681 Value ($000) $277 Avg Close — Range —
Q4 2019
Shares 1,675 Value ($000) $324 Avg Close — Range —
Q3 2019
Shares 1,665 Value ($000) $300 Avg Close — Range —
Q2 2019
Shares 1,659 Value ($000) $297 Avg Close — Range —
Q1 2019
Shares 1,400 Value ($000) $241 Avg Close — Range —
Q4 2018
Shares 1,396 Value ($000) $210 Avg Close — Range —
Q3 2018
Shares 1,387 Value ($000) $246 Avg Close — Range —
Q2 2018
Shares 1,383 Value ($000) $225 Avg Close — Range —
Q1 2018
Shares 1,383 Value ($000) $215 Avg Close — Range —
Q4 2017
Shares 1,379 Value ($000) $211 Avg Close — Range —
Q3 2017
Shares 1,369 Value ($000) $196 Avg Close — Range —
Q2 2017
Shares 1,364 Value ($000) $187 Avg Close — Range —
Q1 2017
Shares 1,360 Value ($000) $179 Avg Close — Range —
Q4 2016
Shares 1,360 Value ($000) $166 Avg Close — Range —
Q3 2016
Shares 1,350 Value ($000) $164 Avg Close — Range —
Q2 2016
Shares 1,350 Value ($000) $157 Avg Close — Range —
Q1 2016
Shares 1,339 Value ($000) $155 Avg Close — Range —
Q4 2015
Shares 1,333 Value ($000) $154 Avg Close — Range —