JNBA Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Hold |
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|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $389K | Hold |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $452K | Sell |
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|
2021
Q2 | $567K | Sell |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $162K | Hold |
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|
2019
Q4 | $189K | Hold |
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|
2019
Q3 | $172K | Hold |
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|
2019
Q2 | $169K | Sell |
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|
2019
Q1 | $169K | Hold |
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|
2018
Q4 | $146K | Buy |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $257K | Sell |
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|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $20.4M | Buy |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | $99K | Sell |
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|
2015
Q4 | $140K | Sell |
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|
2015
Q3 | $145K | Sell |
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|
2015
Q2 | $191K | Sell |
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|
2015
Q1 | $194K | Hold |
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|
2014
Q4 | $188K | Hold |
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|
2014
Q3 | $180K | Sell |
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|
2014
Q2 | $228K | Hold |
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|
2014
Q1 | $217K | Hold |
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|
2013
Q4 | $216K | Hold |
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|
2013
Q3 | $196K | Sell |
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|
2013
Q2 | $197K | Buy |
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