Jgp Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Jgp Wealth Management, LLC

$938 Million
Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 868 shares of IWF stock, worth $408,767. This represents 0.04% of its overall portfolio holdings.

Number of Shares

868

Previous 854 1.64%

Holding current value

$408,767

Previous $400,000 2.0%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$459.47 - $491.71 $6,432 - $6,883	14 Added 1.64%	868 $408,000
Q3 2025 Oct 15, 2025	BUY	$420.11 - $472.68 $420 - $472	1 Added 0.12%	854 $400,000
Q1 2025 Apr 08, 2025	SELL	$360.07 - $417.26 $11,522 - $13,352	-32 Reduced 3.62%	853 $307,000
Q2 2024 Jul 12, 2024	BUY	$316.15 - $367.33 $32,563 - $37,834	103 Added 13.17%	885 $322,000
Q1 2024 Apr 24, 2024	SELL	$294.43 - $339.01 $68,896 - $79,328	-234 Reduced 23.03%	782 $263,000

Q4 2023 Jan 10, 2024	BUY	$256.94 - $304.21 $36,228 - $42,893	141 Added 16.11%	1,016 $308,000
Q3 2023 Oct 19, 2023	BUY	$263.8 - $285.38 $230,825 - $249,707	875 New	875 $232,000

Others Institutions Holding IWF

# of Institutions

2,636

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Account

Jgp Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History