JNBA Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$617K	Sell	4,970 -2	-0%	-$241	0.05%	137
2026 Q1	$530K	Hold	4,972	–	–	0.04%	141
2025 Q4	$588K	Buy	4,972 +664	+15%	+$78.7K	0.05%	133
2025 Q3	$504K	Hold	4,308	–	–	0.05%	135
2025 Q2	$457K	Sell	4,308 -4	-0.1%	-$382	0.04%	139
2025 Q1	$389K	Hold	4,312	–	–	0.04%	141
2024 Q4	$433K	Sell	4,312 -16	-0.4%	-$1.57K	0.04%	138
2024 Q3	$406K	Hold	4,328	–	–	0.04%	139
2024 Q2	$394K	Hold	4,328	–	–	0.04%	141
2024 Q1	$365K	Hold	4,328	–	–	0.04%	152
2023 Q4	$328K	Sell	4,328 -416	-9%	-$29.4K	0.04%	163
2023 Q3	$315K	Sell	4,744 -76	-2%	-$5.25K	0.04%	162
2023 Q2	$332K	Hold	4,820	–	–	0.04%	161
2023 Q1	$294K	Sell	4,820 -20	-0.4%	-$1.15K	0.04%	168
2022 Q4	$259K	Sell	4,840 -72	-1%	-$3.96K	0.04%	167
2022 Q3	$258K	Sell	4,912 -72	-1%	-$4.23K	0.04%	168
2022 Q2	$273K	Hold	4,984	–	–	0.04%	159
2022 Q1	$346K	Sell	4,984 -104	-2%	-$7.1K	0.05%	150
2021 Q4	$389K	Sell	5,088 -1,508	-23%	-$112K	0.05%	150
2021 Q3	$452K	Sell	6,596 -1,760	-21%	-$125K	0.06%	133
2021 Q2	$567K	Sell	8,356 -48	-0.6%	-$3.1K	0.08%	111
2021 Q1	$511K	Sell	8,404 -1,744	-17%	-$106K	0.07%	115
2020 Q4	$612K	Buy	10,148 +4,700	+86%	+$268K	0.1%	99
2020 Q3	$295K	Sell	5,448 -164	-3%	-$8.64K	0.06%	125
2020 Q2	$269K	Buy	5,612 +1,312	+31%	+$57.8K	0.06%	127
2020 Q1	$162K	Hold	4,300	–	–	0.04%	154
2019 Q4	$189K	Hold	4,300	–	–	0.04%	151
2019 Q3	$172K	Hold	4,300	–	–	0.04%	149
2019 Q2	$169K	Sell	4,300 -156	-4%	-$6.04K	0.03%	153
2019 Q1	$169K	Hold	4,456	–	–	0.04%	149
2018 Q4	$146K	Buy	4,456 +2,696	+153%	+$95K	0.03%	144
2018 Q3	$69K	Sell	1,760 -5,784	-77%	-$219K	0.03%	203
2018 Q2	$271K	Hold	7,544	–	–	0.06%	114
2018 Q1	$257K	Sell	7,544 -420	-5%	-$14.7K	0.06%	109
2017 Q4	$268K	Hold	7,964	–	–	0.06%	110
2017 Q3	$249K	Hold	7,964	–	–	0.06%	104
2017 Q2	$237K	Hold	7,964	–	–	0.05%	107
2017 Q1	$227K	Sell	7,964 -356	-4%	-$9.87K	0.05%	110
2016 Q4	$218K	Sell	8,320 -776,240	-99%	-$20.1M	0.05%	111
2016 Q3	$20.4M	Buy	784,560 +775,276	+8,351%	+$20.2M	2.98%	10
2016 Q2	$233K	Buy	9,284 +5,332	+135%	+$133K	0.07%	103
2016 Q1	$99K	Sell	3,952 -1,660	-30%	-$39.2K	0.04%	149
2015 Q4	$140K	Sell	5,612 -616	-10%	-$15.4K	0.05%	126
2015 Q3	$145K	Sell	6,228 -1,504	-19%	-$37K	0.06%	113
2015 Q2	$191K	Sell	7,732 -120	-2%	-$3.02K	0.07%	94
2015 Q1	$194K	Hold	7,852	–	–	0.07%	93
2014 Q4	$188K	Hold	7,852	–	–	0.08%	97
2014 Q3	$180K	Sell	7,852 -2,184	-22%	-$50K	0.08%	100
2014 Q2	$228K	Hold	10,036	–	–	0.11%	86
2014 Q1	$217K	Hold	10,036	–	–	0.11%	81
2013 Q4	$216K	Hold	10,036	–	–	0.12%	81
2013 Q3	$196K	Sell	10,036 -784	-7%	-$15K	0.12%	85
2013 Q2	$197K	Buy	+10,820	New	+$198K	0.14%	82

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

PAG

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

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

JNBA Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $241 and leaving 4,970 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #137.

JNBA Financial Advisors first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.4M in Q3 2016. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

JNBA Financial Advisors held 4,970 shares of iShares Russell 1000 Growth ETF worth $617K as of Q2 2026.
JNBA Financial Advisors sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #137 holding.
JNBA Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $20.4M in Q3 2016.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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