JFA
JNBA Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Sell |
9,009
-79
| -0.9% | -$8.7K | 0.1% | 92 |
|
|
2025
Q1 | $844K | Sell |
9,088
-48
| -0.5% | -$4.46K | 0.09% | 95 |
|
|
2024
Q4 | $928K | Hold |
9,136
| – | – | 0.09% | 91 |
|
|
2024
Q3 | $875K | Sell |
9,136
-305
| -3% | -$29.2K | 0.09% | 98 |
|
|
2024
Q2 | $874K | Sell |
9,441
-1,422
| -13% | -$132K | 0.09% | 100 |
|
|
2024
Q1 | $917K | Sell |
10,863
-317
| -3% | -$26.8K | 0.1% | 101 |
|
|
2023
Q4 | $840K | Sell |
11,180
-882
| -7% | -$66.2K | 0.1% | 107 |
|
|
2023
Q3 | $825K | Sell |
12,062
-1,089
| -8% | -$74.5K | 0.1% | 106 |
|
|
2023
Q2 | $927K | Sell |
13,151
-443
| -3% | -$31.2K | 0.11% | 104 |
|
|
2023
Q1 | $869K | Sell |
13,594
-692
| -5% | -$44.2K | 0.11% | 104 |
|
|
2022
Q4 | $836K | Buy |
14,286
+296
| +2% | +$17.3K | 0.12% | 104 |
|
|
2022
Q3 | $809K | Sell |
13,990
-553
| -4% | -$32K | 0.12% | 97 |
|
|
2022
Q2 | $878K | Sell |
14,543
-473
| -3% | -$28.6K | 0.13% | 93 |
|
|
2022
Q1 | $1.15M | Sell |
15,016
-1,234
| -8% | -$94.3K | 0.15% | 87 |
|
|
2021
Q4 | $1.36M | Sell |
16,250
-179
| -1% | -$15K | 0.17% | 81 |
|
|
2021
Q3 | $1.21M | Sell |
16,429
-28
| -0.2% | -$2.07K | 0.16% | 83 |
|
|
2021
Q2 | $1.2M | Sell |
16,457
-125
| -0.8% | -$9.09K | 0.16% | 84 |
|
|
2021
Q1 | $1.08M | Sell |
16,582
-831
| -5% | -$54.1K | 0.16% | 85 |
|
|
2020
Q4 | $1.11M | Buy |
17,413
+13,132
| +307% | +$838K | 0.18% | 77 |
|
|
2020
Q3 | $989K | Hold |
4,281
| – | – | 0.2% | 75 |
|
|
2020
Q2 | $888K | Sell |
4,281
-60
| -1% | -$12.4K | 0.19% | 76 |
|
|
2020
Q1 | $717K | Hold |
4,341
| – | – | 0.17% | 80 |
|
|
2019
Q4 | $841K | Sell |
4,341
-268
| -6% | -$51.9K | 0.16% | 82 |
|
|
2019
Q3 | $830K | Buy |
4,609
+287
| +7% | +$51.7K | 0.17% | 80 |
|
|
2019
Q2 | $775K | Sell |
4,322
-17
| -0.4% | -$3.05K | 0.16% | 79 |
|
|
2019
Q1 | $748K | Sell |
4,339
-268
| -6% | -$46.2K | 0.16% | 76 |
|
|
2018
Q4 | $694K | Buy |
4,607
+4,447
| +2,779% | +$670K | 0.16% | 72 |
|
|
2018
Q3 | $28K | Sell |
160
-5,551
| -97% | -$971K | 0.01% | 282 |
|
|
2018
Q2 | $929K | Sell |
5,711
-113
| -2% | -$18.4K | 0.2% | 59 |
|
|
2018
Q1 | $903K | Sell |
5,824
-306
| -5% | -$47.4K | 0.19% | 58 |
|
|
2017
Q4 | $936K | Sell |
6,130
-160
| -3% | -$24.4K | 0.2% | 54 |
|
|
2017
Q3 | $902K | Sell |
6,290
-367
| -6% | -$52.6K | 0.2% | 50 |
|
|
2017
Q2 | $911K | Sell |
6,657
-113
| -2% | -$15.5K | 0.21% | 48 |
|
|
2017
Q1 | $890K | Sell |
6,770
-158
| -2% | -$20.8K | 0.21% | 48 |
|
|
2016
Q4 | $844K | Buy |
6,928
+5,573
| +411% | +$679K | 0.21% | 49 |
|
|
2016
Q3 | $165K | Sell |
1,355
-5,739
| -81% | -$699K | 0.02% | 261 |
|
|
2016
Q2 | $827K | Sell |
7,094
-315
| -4% | -$36.7K | 0.23% | 44 |
|
|
2016
Q1 | $859K | Sell |
7,409
-218
| -3% | -$25.3K | 0.31% | 39 |
|
|
2015
Q4 | $883K | Hold |
7,627
| – | – | 0.34% | 36 |
|
|
2015
Q3 | $822K | Sell |
7,627
-174
| -2% | -$18.8K | 0.35% | 35 |
|
|
2015
Q2 | $888K | Sell |
7,801
-370
| -5% | -$42.1K | 0.34% | 34 |
|
|
2015
Q1 | $931K | Buy |
8,171
+125
| +2% | +$14.2K | 0.36% | 33 |
|
|
2014
Q4 | $898K | Buy |
8,046
+358
| +5% | +$40K | 0.36% | 37 |
|
|
2014
Q3 | $821K | Sell |
7,688
-101
| -1% | -$10.8K | 0.37% | 37 |
|
|
2014
Q2 | $819K | Hold |
7,789
| – | – | 0.4% | 38 |
|
|
2014
Q1 | $778K | Sell |
7,789
-46
| -0.6% | -$4.6K | 0.41% | 36 |
|
|
2013
Q4 | $774K | Hold |
7,835
| – | – | 0.42% | 35 |
|
|
2013
Q3 | $700K | Hold |
7,835
| – | – | 0.44% | 36 |
|
|
2013
Q2 | $658K | Buy |
+7,835
| New | +$658K | 0.45% | 36 |
|