JFA
JNBA Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
2,988
-15
| -0.5% | -$3.24K | 0.06% | 122 |
|
|
2025
Q1 | $599K | Sell |
3,003
-67
| -2% | -$13.4K | 0.06% | 121 |
|
|
2024
Q4 | $678K | Buy |
3,070
+504
| +20% | +$111K | 0.07% | 111 |
|
|
2024
Q3 | $567K | Sell |
2,566
-94
| -4% | -$20.8K | 0.06% | 126 |
|
|
2024
Q2 | $540K | Sell |
2,660
-128
| -5% | -$26K | 0.06% | 126 |
|
|
2024
Q1 | $586K | Sell |
2,788
-44
| -2% | -$9.25K | 0.06% | 123 |
|
|
2023
Q4 | $568K | Buy |
2,832
+1,832
| +183% | +$368K | 0.06% | 124 |
|
|
2023
Q3 | $177K | Sell |
1,000
-36
| -3% | -$6.36K | 0.02% | 197 |
|
|
2023
Q2 | $194K | Hold |
1,036
| – | – | 0.02% | 194 |
|
|
2023
Q1 | $185K | Sell |
1,036
-19
| -2% | -$3.39K | 0.02% | 194 |
|
|
2022
Q4 | $184K | Sell |
1,055
-23
| -2% | -$4.01K | 0.03% | 192 |
|
|
2022
Q3 | $178K | Buy |
1,078
+50
| +5% | +$8.26K | 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% | -$93.8K | 0.03% | 181 |
|
|
2020
Q4 | $285K | Buy |
1,453
+425
| +41% | +$83.4K | 0.05% | 147 |
|
|
2020
Q3 | $154K | Buy |
1,028
+18
| +2% | +$2.7K | 0.03% | 171 |
|
|
2020
Q2 | $145K | Hold |
1,010
| – | – | 0.03% | 163 |
|
|
2020
Q1 | $116K | Sell |
1,010
-31
| -3% | -$3.56K | 0.03% | 167 |
|
|
2019
Q4 | $172K | Sell |
1,041
-64
| -6% | -$10.6K | 0.03% | 155 |
|
|
2019
Q3 | $167K | Buy |
1,105
+47
| +4% | +$7.1K | 0.03% | 150 |
|
|
2019
Q2 | $165K | Hold |
1,058
| – | – | 0.03% | 154 |
|
|
2019
Q1 | $162K | Sell |
1,058
-89
| -8% | -$13.6K | 0.03% | 153 |
|
|
2018
Q4 | $154K | Sell |
1,147
-53
| -4% | -$7.12K | 0.03% | 142 |
|
|
2018
Q3 | $202K | Buy |
1,200
+53
| +5% | +$8.92K | 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% | -$19.1K | 0.04% | 137 |
|
|
2017
Q3 | $188K | Sell |
1,272
-551
| -30% | -$81.4K | 0.04% | 123 |
|
|
2017
Q2 | $257K | Sell |
1,823
-109
| -6% | -$15.4K | 0.06% | 103 |
|
|
2017
Q1 | $266K | Hold |
1,932
| – | – | 0.06% | 99 |
|
|
2016
Q4 | $261K | Sell |
1,932
-386,433
| -100% | -$52.2M | 0.06% | 104 |
|
|
2016
Q3 | $48.2M | Buy |
388,365
+387,098
| +30,552% | +$48.1M | 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% | -$14.1K | 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% | +$89.8K | 0.07% | 109 |
|
|
2014
Q2 | $69K | Hold |
577
| – | – | 0.03% | 158 |
|
|
2014
Q1 | $67K | Sell |
577
-148
| -20% | -$17.2K | 0.04% | 151 |
|
|
2013
Q4 | $84K | Sell |
725
-1,541
| -68% | -$179K | 0.05% | 133 |
|
|
2013
Q3 | $242K | Buy |
2,266
+1,989
| +718% | +$212K | 0.15% | 74 |
|
|
2013
Q2 | $27K | Buy |
+277
| New | +$27K | 0.02% | 178 |
|