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iShares Russell Microcap Index shares owned by Jackson, Grant Investment Advisers

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap 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 Microcap Index by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $675k 5.5k 123.32
2024-06-30 $620k 5.4k 114.00
2024-03-31 $658k 5.4k 121.20
2023-12-31 $588k 5.1k 116.03
2023-09-30 $464k 4.6k 100.09
2023-06-30 $468k 4.3k 109.29
2023-03-31 $449k 4.3k 104.52
2022-12-31 $529k 4.9k 107.82
2022-09-30 $553k 5.3k 103.42
2022-06-30 $553k 5.3k 103.87
2022-03-31 $685k 5.3k 128.90
2021-12-31 $740k 5.3k 139.78
2021-09-30 $758k 5.2k 144.41
2021-06-30 $997k 6.5k 152.56
2021-03-31 $960k 6.5k 146.99
2020-12-31 $778k 6.6k 118.63
2020-09-30 $591k 6.5k 90.39
2020-06-30 $569k 6.5k 87.34
2020-03-31 $462k 6.9k 67.02
2019-12-31 $676k 6.8k 99.47
2019-09-30 $610k 6.9k 88.10
2019-06-30 $650k 7.0k 93.20
2019-03-31 $673k 7.3k 92.80
2018-12-31 $586k 7.1k 82.49
2018-09-30 $766k 7.2k 106.26
2018-06-30 $677k 6.4k 105.55
2018-03-31 $685k 7.1k 96.10
2017-12-31 $680k 7.1k 95.68
2017-09-30 $667k 7.1k 94.45
2017-06-30 $626k 7.0k 88.88
2017-03-31 $600k 7.0k 85.65
2016-12-31 $603k 7.0k 85.90
2016-09-30 $544k 7.0k 78.04
2016-06-30 $490k 6.9k 70.68
2016-03-31 $457k 6.7k 67.95
2015-12-31 $639k 8.9k 72.11

More positions owned by Jackson, Grant Investment Advisers

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

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index