ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2025
Shares 2,801 Value ($000) $1,084 Avg Close — Range —
Q3 2025
Shares 2,801 Value ($000) $1,061 Avg Close — Range —
Q2 2025
Shares 2,801 Value ($000) $983 Avg Close — Range —
Q1 2025
Shares 2,801 Value ($000) $890 Avg Close — Range —
Q4 2024
Shares 2,801 Value ($000) $936 Avg Close — Range —
Q3 2024
Shares 2,801 Value ($000) $915 Avg Close — Range —
Q2 2024
Shares 2,801 Value ($000) $865 Avg Close — Range —
Q1 2024
Shares 2,801 Value ($000) $841 Avg Close — Range —
Q4 2023
Shares 2,801 Value ($000) $767 Avg Close — Range —
Q3 2023
Shares 2,801 Value ($000) $686 Avg Close — Range —
Q2 2023
Shares 2,801 Value ($000) $713 Avg Close — Range —
Q1 2023
Shares 2,801 Value ($000) $659 Avg Close — Range —
Q4 2022
Shares 2,801 Value ($000) $618 Avg Close — Range —
Q3 2022
Shares 2,801 Value ($000) $580 Avg Close — Range —
Q1 2022
Shares 2,801 Value ($000) $735 Avg Close — Range —
Q4 2021
Shares 2,801 Value ($000) $777 Avg Close — Range —
Q2 2021
Shares 2,801 Value ($000) $717 Avg Close — Range —
Q1 2021
Shares 2,801 Value ($000) $664 Avg Close — Range —
Q4 2020
Shares 2,801 Value ($000) $626 Avg Close — Range —
Q3 2020
Shares 2,801 Value ($000) $548 Avg Close — Range —
Q2 2020
Shares 2,843 Value ($000) $512 Avg Close — Range —
Q1 2020
Shares 4,585 Value ($000) $780 Avg Close — Range —
Q4 2019
Shares 22,419 Value ($000) $4,310 Avg Close — Range —
Q3 2019
Shares 22,955 Value ($000) $3,940 Avg Close — Range —
Q2 2019
Shares 23,299 Value ($000) $4,088 Avg Close — Range —
Q1 2019
Shares 26,190 Value ($000) $4,366 Avg Close — Range —
Q4 2018
Shares 23,945 Value ($000) $3,436 Avg Close — Range —
Q3 2018
Shares 49,523 Value ($000) $8,533 Avg Close — Range —
Q2 2018
Shares 45,537 Value ($000) $7,675 Avg Close — Range —
Q1 2018
Shares 50,255 Value ($000) $7,863 Avg Close — Range —
Q4 2017
Shares 54,315 Value ($000) $8,822 Avg Close — Range —
Q3 2017
Shares 108,927 Value ($000) $16,475 Avg Close — Range —
Q2 2017
Shares 107,441 Value ($000) $15,728 Avg Close — Range —
Q1 2017
Shares 100,651 Value ($000) $14,030 Avg Close — Range —
Q4 2016
Shares 65,122 Value ($000) $8,765 Avg Close — Range —
Q4 2015
Shares 37,041 Value ($000) $4,211 Avg Close — Range —
Q3 2015
Shares 35,891 Value ($000) $4,088 Avg Close — Range —
Q2 2015
Shares 33,590 Value ($000) $4,151 Avg Close — Range —
Q1 2015
Shares 32,579 Value ($000) $4,035 Avg Close — Range —
Q4 2014
Shares 29,011 Value ($000) $3,548 Avg Close — Range —