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Ishares Tr rus200 grw idx shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 39k 175.22
2023-09-30 $6.3M 41k 153.84
2023-06-30 $6.3M 40k 158.57
2023-03-31 $2.1M 15k 138.93

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Commonwealth Equity Services
AE Wealth Management
Bank of America Corporation
Advisor Group Holdings
Baystate Wealth Management
Branch Banking & Trust Company
First Citizens Asset Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Union Bankshares
Pegasus Partners
SOA Wealth Advisors

View all funds holding Ishares Tr rus200 grw idx