iShares Russell Midcap Value Index shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8k | 28 | 137.46 |
| 2025-06-30 | $3.6k | 27 | 134.30 |
| 2025-03-31 | $3.4k | 27 | 127.56 |
| 2024-12-31 | $3.5k | 27 | 130.48 |
| 2024-09-30 | $3.6k | 27 | 132.85 |
| 2019-12-31 | $71k | 754 | 94.16 |
| 2019-09-30 | $67k | 749 | 89.45 |
| 2019-06-30 | $66k | 745 | 88.59 |
| 2019-03-31 | $64k | 742 | 86.25 |
| 2018-12-31 | $56k | 738 | 75.88 |
| 2018-09-30 | $66k | 729 | 90.53 |
| 2018-06-30 | $64k | 725 | 88.28 |
| 2018-03-31 | $63k | 725 | 86.90 |
| 2017-12-31 | $64k | 722 | 88.64 |
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