JFA
JNBA Financial Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
7,539
-124
| -2% | -$16.5K | 0.1% | 91 |
|
|
2025
Q1 | $954K | Sell |
7,663
-470
| -6% | -$58.5K | 0.1% | 87 |
|
|
2024
Q4 | $1.1M | Sell |
8,133
-330
| -4% | -$44.7K | 0.11% | 82 |
|
|
2024
Q3 | $1.18M | Sell |
8,463
-532
| -6% | -$74.2K | 0.12% | 80 |
|
|
2024
Q2 | $1.16M | Sell |
8,995
-647
| -7% | -$83.1K | 0.12% | 82 |
|
|
2024
Q1 | $1.26M | Sell |
9,642
-670
| -6% | -$87.6K | 0.13% | 82 |
|
|
2023
Q4 | $1.29M | Sell |
10,312
-16
| -0.2% | -$2K | 0.15% | 86 |
|
|
2023
Q3 | $1.13M | Sell |
10,328
-168
| -2% | -$18.4K | 0.14% | 87 |
|
|
2023
Q2 | $1.21M | Sell |
10,496
-55
| -0.5% | -$6.32K | 0.14% | 88 |
|
|
2023
Q1 | $1.16M | Sell |
10,551
-114
| -1% | -$12.5K | 0.15% | 87 |
|
|
2022
Q4 | $1.15M | Buy |
10,665
+6
| +0.1% | +$648 | 0.16% | 86 |
|
|
2022
Q3 | $1.08M | Sell |
10,659
-275
| -3% | -$28K | 0.17% | 85 |
|
|
2022
Q2 | $1.15M | Buy |
10,934
+34
| +0.3% | +$3.58K | 0.17% | 81 |
|
|
2022
Q1 | $1.36M | Sell |
10,900
-595
| -5% | -$74.5K | 0.18% | 78 |
|
|
2021
Q4 | $1.6M | Sell |
11,495
-261
| -2% | -$36.2K | 0.19% | 74 |
|
|
2021
Q3 | $1.53M | Sell |
11,756
-53
| -0.4% | -$6.89K | 0.21% | 72 |
|
|
2021
Q2 | $1.57M | Sell |
11,809
-8
| -0.1% | -$1.06K | 0.21% | 71 |
|
|
2021
Q1 | $1.52M | Sell |
11,817
-99
| -0.8% | -$12.7K | 0.22% | 71 |
|
|
2020
Q4 | $1.36M | Buy |
11,916
+5,943
| +99% | +$679K | 0.22% | 69 |
|
|
2020
Q3 | $1.05M | Buy |
5,973
+14
| +0.2% | +$2.47K | 0.21% | 73 |
|
|
2020
Q2 | $1.01M | Sell |
5,959
-87
| -1% | -$14.8K | 0.22% | 75 |
|
|
2020
Q1 | $834K | Sell |
6,046
-102
| -2% | -$14.1K | 0.2% | 73 |
|
|
2019
Q4 | $1.19M | Sell |
6,148
-59
| -1% | -$11.4K | 0.23% | 66 |
|
|
2019
Q3 | $1.11M | Sell |
6,207
-134
| -2% | -$23.9K | 0.23% | 64 |
|
|
2019
Q2 | $1.16M | Sell |
6,341
-28
| -0.4% | -$5.11K | 0.24% | 60 |
|
|
2019
Q1 | $1.14M | Sell |
6,369
-1,114
| -15% | -$199K | 0.24% | 52 |
|
|
2018
Q4 | $1.21M | Buy |
7,483
+7,443
| +18,608% | +$1.2M | 0.27% | 47 |
|
|
2018
Q3 | $8K | Sell |
40
-7,784
| -99% | -$1.56M | ﹤0.01% | 394 |
|
|
2018
Q2 | $1.48M | Sell |
7,824
-373
| -5% | -$70.5K | 0.31% | 41 |
|
|
2018
Q1 | $1.43M | Sell |
8,197
-367
| -4% | -$63.8K | 0.31% | 41 |
|
|
2017
Q4 | $1.46M | Sell |
8,564
-176
| -2% | -$29.9K | 0.31% | 38 |
|
|
2017
Q3 | $1.44M | Sell |
8,740
-930
| -10% | -$153K | 0.32% | 35 |
|
|
2017
Q2 | $1.51M | Sell |
9,670
-80
| -0.8% | -$12.5K | 0.34% | 32 |
|
|
2017
Q1 | $1.49M | Sell |
9,750
-1,213
| -11% | -$186K | 0.35% | 33 |
|
|
2016
Q4 | $1.64M | Buy |
10,963
+10,790
| +6,237% | +$1.62M | 0.4% | 30 |
|
|
2016
Q3 | $24K | Sell |
173
-10,886
| -98% | -$1.51M | ﹤0.01% | 751 |
|
|
2016
Q2 | $1.42M | Sell |
11,059
-197
| -2% | -$25.3K | 0.4% | 31 |
|
|
2016
Q1 | $1.4M | Sell |
11,256
-53
| -0.5% | -$6.58K | 0.5% | 28 |
|
|
2015
Q4 | $1.41M | Sell |
11,309
-199
| -2% | -$24.7K | 0.54% | 26 |
|
|
2015
Q3 | $1.38M | Sell |
11,508
-152
| -1% | -$18.3K | 0.59% | 20 |
|
|
2015
Q2 | $1.53M | Sell |
11,660
-486
| -4% | -$63.7K | 0.58% | 20 |
|
|
2015
Q1 | $1.58M | Buy |
12,146
+248
| +2% | +$32.3K | 0.61% | 21 |
|
|
2014
Q4 | $1.46M | Sell |
11,898
-81
| -0.7% | -$9.91K | 0.59% | 23 |
|
|
2014
Q3 | $1.35M | Sell |
11,979
-223
| -2% | -$25.1K | 0.61% | 26 |
|
|
2014
Q2 | $1.47M | Sell |
12,202
-502
| -4% | -$60.6K | 0.71% | 24 |
|
|
2014
Q1 | $1.51M | Sell |
12,704
-206
| -2% | -$24.5K | 0.8% | 22 |
|
|
2013
Q4 | $1.53M | Sell |
12,910
-265
| -2% | -$31.4K | 0.84% | 22 |
|
|
2013
Q3 | $1.43M | Sell |
13,175
-508
| -4% | -$55.1K | 0.89% | 21 |
|
|
2013
Q2 | $1.33M | Buy |
+13,683
| New | +$1.33M | 0.91% | 21 |
|