ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 9,046 Value ($000) $2,227 Avg Close — Range —
Q3 2025
Shares 9,026 Value ($000) $2,184 Avg Close — Range —
Q2 2025
Shares 9,063 Value ($000) $1,956 Avg Close — Range —
Q1 2025
Shares 9,034 Value ($000) $1,802 Avg Close — Range —
Q4 2024
Shares 10,269 Value ($000) $2,269 Avg Close — Range —
Q3 2024
Shares 10,217 Value ($000) $2,257 Avg Close — Range —
Q2 2024
Shares 10,136 Value ($000) $2,056 Avg Close — Range —
Q1 2024
Shares 9,305 Value ($000) $1,957 Avg Close — Range —
Q4 2023
Shares 9,265 Value ($000) $1,860 Avg Close — Range —
Q3 2023
Shares 9,206 Value ($000) $1,627 Avg Close — Range —
Q2 2023
Shares 9,271 Value ($000) $1,736 Avg Close — Range —
Q1 2023
Shares 8,868 Value ($000) $1,582 Avg Close — Range —
Q4 2022
Shares 7,980 Value ($000) $1,391 Avg Close — Range —
Q3 2022
Shares 7,958 Value ($000) $1,313 Avg Close — Range —
Q2 2022
Shares 7,871 Value ($000) $1,333 Avg Close — Range —
Q1 2022
Shares 8,093 Value ($000) $1,661 Avg Close — Range —
Q4 2021
Shares 7,948 Value ($000) $1,768 Avg Close — Range —
Q3 2021
Shares 7,494 Value ($000) $1,639 Avg Close — Range —
Q2 2021
Shares 7,465 Value ($000) $1,712 Avg Close — Range —
Q1 2021
Shares 7,314 Value ($000) $1,616 Avg Close — Range —
Q4 2020
Shares 6,874 Value ($000) $1,348 Avg Close — Range —
Q3 2020
Shares 6,809 Value ($000) $1,020 Avg Close — Range —
Q2 2020
Shares 6,391 Value ($000) $915 Avg Close — Range —
Q1 2020
Shares 6,622 Value ($000) $758 Avg Close — Range —
Q4 2019
Shares 6,809 Value ($000) $1,128 Avg Close — Range —
Q3 2019
Shares 6,445 Value ($000) $975 Avg Close — Range —
Q2 2019
Shares 6,450 Value ($000) $1,003 Avg Close — Range —
Q1 2019
Shares 6,222 Value ($000) $952 Avg Close — Range —
Q4 2018
Shares 6,605 Value ($000) $884 Avg Close — Range —
Q3 2018
Shares 6,779 Value ($000) $1,143 Avg Close — Range —
Q2 2018
Shares 6,456 Value ($000) $1,057 Avg Close — Range —
Q1 2018
Shares 5,396 Value ($000) $819 Avg Close — Range —
Q4 2017
Shares 5,265 Value ($000) $803 Avg Close — Range —
Q3 2017
Shares 4,743 Value ($000) $703 Avg Close — Range —
Q2 2017
Shares 4,472 Value ($000) $630 Avg Close — Range —
Q1 2017
Shares 4,218 Value ($000) $580 Avg Close — Range —
Q4 2016
Shares 2,694 Value ($000) $363 Avg Close — Range —
Q3 2016
Shares 2,655 Value ($000) $330 Avg Close — Range —
Q2 2016
Shares 2,577 Value ($000) $296 Avg Close — Range —
Q1 2016
Shares 2,489 Value ($000) $275 Avg Close — Range —
Q4 2015
Shares 3,430 Value ($000) $385 Avg Close — Range —