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JNBA Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

JNBA Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$652K Sell
2,631
-34
-1% -$8.77K 0.05% 128
2025
Q4 		$656K Sell
2,665
-22
-0.8% -$5.41K 0.06% 128
2025
Q3 		$650K Sell
2,687
-301
-10% -$69.1K 0.06% 125
2025
Q2 		$645K Sell
2,988
-15
-0.5% -$3.02K 0.06% 122
2025
Q1 		$599K Sell
3,003
-67
-2% -$14.5K 0.06% 121
2024
Q4 		$678K Buy
3,070
+504
+20% +$115K 0.07% 111
2024
Q3 		$567K Sell
2,566
-94
-4% -$20.1K 0.06% 126
2024
Q2 		$540K Sell
2,660
-128
-5% -$25.9K 0.06% 126
2024
Q1 		$586K Sell
2,788
-44
-2% -$8.78K 0.06% 123
2023
Q4 		$568K Buy
2,832
+1,832
+183% +$328K 0.06% 124
2023
Q3 		$177K Sell
1,000
-36
-3% -$6.76K 0.02% 197
2023
Q2 		$194K Hold
1,036
– – 0.02% 194
2023
Q1 		$185K Sell
1,036
-19
-2% -$3.5K 0.02% 194
2022
Q4 		$184K Sell
1,055
-23
-2% -$4.09K 0.03% 192
2022
Q3 		$178K Buy
1,078
+50
+5% +$9.12K 0.03% 187
2022
Q2 		$174K Hold
1,028
– – 0.03% 190
2022
Q1 		$211K Hold
1,028
– – 0.03% 184
2021
Q4 		$229K Hold
1,028
– – 0.03% 186
2021
Q3 		$225K Hold
1,028
– – 0.03% 183
2021
Q2 		$236K Hold
1,028
– – 0.03% 182
2021
Q1 		$227K Sell
1,028
-425
-29% -$92.8K 0.03% 181
2020
Q4 		$285K Buy
1,453
+425
+41% +$74.4K 0.05% 147
2020
Q3 		$154K Buy
1,028
+18
+2% +$2.71K 0.03% 171
2020
Q2 		$145K Hold
1,010
– – 0.03% 163
2020
Q1 		$116K Sell
1,010
-31
-3% -$4.62K 0.03% 167
2019
Q4 		$172K Sell
1,041
-64
-6% -$10.1K 0.03% 155
2019
Q3 		$167K Buy
1,105
+47
+4% +$7.18K 0.03% 150
2019
Q2 		$165K Hold
1,058
– – 0.03% 154
2019
Q1 		$162K Sell
1,058
-89
-8% -$13.4K 0.03% 153
2018
Q4 		$154K Sell
1,147
-53
-4% -$7.91K 0.03% 142
2018
Q3 		$202K Buy
1,200
+53
+5% +$8.95K 0.09% 128
2018
Q2 		$188K Hold
1,147
– – 0.04% 132
2018
Q1 		$174K Hold
1,147
– – 0.04% 135
2017
Q4 		$175K Sell
1,147
-125
-10% -$18.8K 0.04% 137
2017
Q3 		$188K Sell
1,272
-551
-30% -$77.5K 0.04% 123
2017
Q2 		$257K Sell
1,823
-109
-6% -$15.1K 0.06% 103
2017
Q1 		$266K Hold
1,932
– – 0.06% 99
2016
Q4 		$261K Sell
1,932
-386,433
-100% -$49.4M 0.06% 104
2016
Q3 		$48.2M Buy
388,365
+387,098
+30,552% +$47.1M 7.05% 4
2016
Q2 		$146K Hold
1,267
– – 0.04% 142
2016
Q1 		$140K Hold
1,267
– – 0.05% 126
2015
Q4 		$143K Hold
1,267
– – 0.05% 125
2015
Q3 		$138K Sell
1,267
-129
-9% -$15.3K 0.06% 116
2015
Q2 		$174K Hold
1,396
– – 0.07% 98
2015
Q1 		$174K Hold
1,396
– – 0.07% 101
2014
Q4 		$167K Hold
1,396
– – 0.07% 108
2014
Q3 		$153K Buy
1,396
+819
+142% +$93.7K 0.07% 109
2014
Q2 		$69K Hold
577
– – 0.03% 158
2014
Q1 		$67K Sell
577
-148
-20% -$17.1K 0.04% 151
2013
Q4 		$84K Sell
725
-1,541
-68% -$170K 0.05% 133
2013
Q3 		$242K Buy
2,266
+1,989
+718% +$206K 0.15% 74
2013
Q2 		$27K Buy
+277
New +$26.5K 0.02% 178

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JNBA Financial Advisors's IWM Position: Q1 2026 in Review

JNBA Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q1 2026, selling an estimated $8.77K and leaving 2,631 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #128.

JNBA Financial Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.2M in Q3 2016. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • JNBA Financial Advisors held 2,631 shares of iShares Russell 2000 ETF worth $652K as of Q1 2026.
  • JNBA Financial Advisors sold 34 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.77K.
  • iShares Russell 2000 ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • JNBA Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's iShares Russell 2000 ETF position peaked at $48.2M in Q3 2016.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.