JNBA Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

JNBA Financial Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Sell	7,778 -335	-4%	-$44.2K	0.08%	98
2026 Q1	$918K	Sell	8,113 -669	-8%	-$80.5K	0.08%	103
2025 Q4	$1.08M	Sell	8,782 -154	-2%	-$18.8K	0.09%	91
2025 Q3	$1.08M	Sell	8,936 -73	-0.8%	-$8.4K	0.1%	89
2025 Q2	$992K	Sell	9,009 -79	-0.9%	-$7.82K	0.1%	92
2025 Q1	$844K	Sell	9,088 -48	-0.5%	-$4.84K	0.09%	95
2024 Q4	$928K	Hold	9,136	–	–	0.09%	91
2024 Q3	$875K	Sell	9,136 -305	-3%	-$28.2K	0.09%	98
2024 Q2	$874K	Sell	9,441 -1,422	-13%	-$123K	0.09%	100
2024 Q1	$917K	Sell	10,863 -317	-3%	-$25.5K	0.1%	101
2023 Q4	$840K	Sell	11,180 -882	-7%	-$62.8K	0.1%	107
2023 Q3	$825K	Sell	12,062 -1,089	-8%	-$77.1K	0.1%	106
2023 Q2	$927K	Sell	13,151 -443	-3%	-$29.3K	0.11%	104
2023 Q1	$869K	Sell	13,594 -692	-5%	-$42.3K	0.11%	104
2022 Q4	$836K	Buy	14,286 +296	+2%	+$17.8K	0.12%	104
2022 Q3	$809K	Sell	13,990 -553	-4%	-$35.9K	0.12%	97
2022 Q2	$878K	Sell	14,543 -473	-3%	-$31.3K	0.13%	93
2022 Q1	$1.15M	Sell	15,016 -1,234	-8%	-$92.7K	0.15%	87
2021 Q4	$1.36M	Sell	16,250 -179	-1%	-$14.4K	0.17%	81
2021 Q3	$1.21M	Sell	16,429 -28	-0.2%	-$2.13K	0.16%	83
2021 Q2	$1.2M	Sell	16,457 -125	-0.8%	-$8.65K	0.16%	84
2021 Q1	$1.08M	Sell	16,582 -831	-5%	-$53.7K	0.16%	85
2020 Q4	$1.11M	Buy	17,413 +289	+2%	+$17.5K	0.18%	77
2020 Q3	$989K	Hold	17,124	–	–	0.2%	75
2020 Q2	$888K	Sell	17,124 -240	-1%	-$11.5K	0.19%	76
2020 Q1	$717K	Hold	17,364	–	–	0.17%	80
2019 Q4	$841K	Sell	17,364 -1,072	-6%	-$49.7K	0.16%	82
2019 Q3	$830K	Buy	18,436 +1,148	+7%	+$51.9K	0.17%	80
2019 Q2	$775K	Sell	17,288 -68	-0.4%	-$2.99K	0.16%	79
2019 Q1	$748K	Sell	17,356 -1,072	-6%	-$43.9K	0.16%	76
2018 Q4	$694K	Buy	18,428 +17,788	+2,779%	+$720K	0.16%	72
2018 Q3	$28K	Sell	640 -22,204	-97%	-$954K	0.01%	282
2018 Q2	$929K	Sell	22,844 -452	-2%	-$18.2K	0.2%	59
2018 Q1	$903K	Sell	23,296 -1,224	-5%	-$48.8K	0.19%	58
2017 Q4	$936K	Sell	24,520 -640	-3%	-$23.9K	0.2%	54
2017 Q3	$902K	Sell	25,160 -1,468	-6%	-$51.7K	0.2%	50
2017 Q2	$911K	Sell	26,628 -452	-2%	-$15.3K	0.21%	48
2017 Q1	$890K	Sell	27,080 -632	-2%	-$20.3K	0.21%	48
2016 Q4	$844K	Buy	27,712 +22,292	+411%	+$673K	0.21%	49
2016 Q3	$165K	Sell	5,420 -22,956	-81%	-$696K	0.02%	261
2016 Q2	$827K	Sell	28,376 -1,260	-4%	-$36.6K	0.23%	44
2016 Q1	$859K	Sell	29,636 -872	-3%	-$24K	0.31%	39
2015 Q4	$883K	Hold	30,508	–	–	0.34%	36
2015 Q3	$822K	Sell	30,508 -696	-2%	-$19.8K	0.35%	35
2015 Q2	$888K	Sell	31,204 -1,480	-5%	-$42.9K	0.34%	34
2015 Q1	$931K	Buy	32,684 +500	+2%	+$14.2K	0.36%	33
2014 Q4	$898K	Buy	32,184 +1,432	+5%	+$39.1K	0.36%	37
2014 Q3	$821K	Sell	30,752 -404	-1%	-$10.8K	0.37%	37
2014 Q2	$819K	Hold	31,156	–	–	0.4%	38
2014 Q1	$778K	Sell	31,156 -184	-0.6%	-$4.55K	0.41%	36
2013 Q4	$774K	Hold	31,340	–	–	0.42%	35
2013 Q3	$700K	Hold	31,340	–	–	0.44%	36
2013 Q2	$658K	Buy	+31,340	New	+$664K	0.45%	36

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

JNBA Financial Advisors's IVW Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, selling an estimated $44.2K and leaving 7,778 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #98.

JNBA Financial Advisors first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q4 2021. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

JNBA Financial Advisors held 7,778 shares of iShares S&P 500 Growth ETF worth $1.07M as of Q2 2026.
JNBA Financial Advisors sold 335 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.2K.
iShares S&P 500 Growth ETF made up 0.08% of JNBA Financial Advisors's portfolio in Q2 2026, its #98 holding.
JNBA Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares S&P 500 Growth ETF position peaked at $1.36M in Q4 2021.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.