JNBA Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Sell |
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|
2025
Q1 | $844K | Sell |
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|
2024
Q4 | $928K | Hold |
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|
2024
Q3 | $875K | Sell |
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $917K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $825K | Sell |
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|
2023
Q2 | $927K | Sell |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $989K | Hold |
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|
2020
Q2 | $888K | Sell |
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|
2020
Q1 | $717K | Hold |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $830K | Buy |
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|
2019
Q2 | $775K | Sell |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $694K | Buy |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $929K | Sell |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $936K | Sell |
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|
2017
Q3 | $902K | Sell |
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|
2017
Q2 | $911K | Sell |
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|
2017
Q1 | $890K | Sell |
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|
2016
Q4 | $844K | Buy |
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|
2016
Q3 | $165K | Sell |
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|
2016
Q2 | $827K | Sell |
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|
2016
Q1 | $859K | Sell |
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|
2015
Q4 | $883K | Hold |
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|
2015
Q3 | $822K | Sell |
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|
2015
Q2 | $888K | Sell |
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|
2015
Q1 | $931K | Buy |
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|
2014
Q4 | $898K | Buy |
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|
2014
Q3 | $821K | Sell |
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|
2014
Q2 | $819K | Hold |
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|
2014
Q1 | $778K | Sell |
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|
2013
Q4 | $774K | Hold |
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|
2013
Q3 | $700K | Hold |
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|
2013
Q2 | $658K | Buy |
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