JNBA Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $650K | Sell |
|
|||||
|
2025
Q2 | $645K | Sell |
|
|||||
|
2025
Q1 | $599K | Sell |
|
|||||
|
2024
Q4 | $678K | Buy |
|
|||||
|
2024
Q3 | $567K | Sell |
|
|||||
|
2024
Q2 | $540K | Sell |
|
|||||
|
2024
Q1 | $586K | Sell |
|
|||||
|
2023
Q4 | $568K | Buy |
|
|||||
|
2023
Q3 | $177K | Sell |
|
|||||
|
2023
Q2 | $194K | Hold |
|
|||||
|
2023
Q1 | $185K | Sell |
|
|||||
|
2022
Q4 | $184K | Sell |
|
|||||
|
2022
Q3 | $178K | Buy |
|
|||||
|
2022
Q2 | $174K | Hold |
|
|||||
|
2022
Q1 | $211K | Hold |
|
|||||
|
2021
Q4 | $229K | Hold |
|
|||||
|
2021
Q3 | $225K | Hold |
|
|||||
|
2021
Q2 | $236K | Hold |
|
|||||
|
2021
Q1 | $227K | Sell |
|
|||||
|
2020
Q4 | $285K | Buy |
|
|||||
|
2020
Q3 | $154K | Buy |
|
|||||
|
2020
Q2 | $145K | Hold |
|
|||||
|
2020
Q1 | $116K | Sell |
|
|||||
|
2019
Q4 | $172K | Sell |
|
|||||
|
2019
Q3 | $167K | Buy |
|
|||||
|
2019
Q2 | $165K | Hold |
|
|||||
|
2019
Q1 | $162K | Sell |
|
|||||
|
2018
Q4 | $154K | Sell |
|
|||||
|
2018
Q3 | $202K | Buy |
|
|||||
|
2018
Q2 | $188K | Hold |
|
|||||
|
2018
Q1 | $174K | Hold |
|
|||||
|
2017
Q4 | $175K | Sell |
|
|||||
|
2017
Q3 | $188K | Sell |
|
|||||
|
2017
Q2 | $257K | Sell |
|
|||||
|
2017
Q1 | $266K | Hold |
|
|||||
|
2016
Q4 | $261K | Sell |
|
|||||
|
2016
Q3 | $48.2M | Buy |
|
|||||
|
2016
Q2 | $146K | Hold |
|
|||||
|
2016
Q1 | $140K | Hold |
|
|||||
|
2015
Q4 | $143K | Hold |
|
|||||
|
2015
Q3 | $138K | Sell |
|
|||||
|
2015
Q2 | $174K | Hold |
|
|||||
|
2015
Q1 | $174K | Hold |
|
|||||
|
2014
Q4 | $167K | Hold |
|
|||||
|
2014
Q3 | $153K | Buy |
|
|||||
|
2014
Q2 | $69K | Hold |
|
|||||
|
2014
Q1 | $67K | Sell |
|
|||||
|
2013
Q4 | $84K | Sell |
|
|||||
|
2013
Q3 | $242K | Buy |
|
|||||
|
2013
Q2 | $27K | Buy |
|