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iShares Russell 1000 Value Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 1.9k 179.14
2023-12-31 $243k 1.5k 165.26
2023-09-30 $223k 1.5k 151.86
2023-06-30 $232k 1.5k 157.79
2023-03-31 $224k 1.5k 152.31
2022-12-31 $223k 1.5k 151.65
2022-09-30 $199k 1.5k 135.84
2022-06-30 $212k 1.5k 144.91
2022-03-31 $242k 1.5k 165.98
2021-12-31 $234k 1.4k 167.86
2021-09-30 $217k 1.4k 156.23
2021-06-30 $219k 1.4k 158.35
2021-03-31 $209k 1.4k 151.56
2020-12-31 $188k 1.4k 136.73
2020-09-30 $162k 1.4k 118.33
2020-06-30 $153k 1.4k 112.33
2020-03-31 $112k 1.1k 99.12
2019-12-31 $153k 1.1k 136.61
2019-09-30 $142k 1.1k 127.81
2019-06-30 $140k 1.1k 126.81
2019-03-31 $136k 1.1k 123.86
2018-12-31 $121k 1.1k 110.81
2018-09-30 $136k 1.1k 126.28
2018-06-30 $130k 1.1k 121.38
2018-03-31 $128k 1.1k 119.51
2017-12-31 $132k 1.1k 123.94
2017-09-30 $96k 808 118.81
2017-06-30 $93k 803 115.82
2017-03-31 $92k 799 115.14
2016-12-31 $89k 793 112.23
2016-09-30 $83k 790 105.06
2016-06-30 $81k 785 103.18
2016-03-31 $77k 780 98.72
2015-12-31 $76k 775 98.06

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index