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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21	Closed	-$3.34K	–	657
2024 Q1	$3.34K	Hold	21	–	–	﹤0.01%	567
2023 Q4	$3.27K	Hold	21	–	–	﹤0.01%	575
2023 Q3	$2.85K	Hold	21	–	–	﹤0.01%	599
2023 Q2	$2.96K	Hold	21	–	–	﹤0.01%	593
2023 Q1	$2.88K	Hold	21	–	–	﹤0.01%	599
2022 Q4	$2.92K	Hold	21	–	–	﹤0.01%	558
2022 Q3	$3K	Hold	21	–	–	﹤0.01%	571
2022 Q2	$3K	Hold	21	–	–	﹤0.01%	613
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	597
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	690
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	639
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	592
2021 Q1	$3K	Hold	21	–	–	﹤0.01%	573
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	529
2020 Q3	$2K	Hold	21	–	–	﹤0.01%	518
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	510
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	504
2019 Q4	$3K	Hold	21	–	–	﹤0.01%	532
2019 Q3	$3K	Hold	21	–	–	﹤0.01%	517
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	567
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	490
2018 Q4	$2K	Buy	+21	New	+$2.53K	﹤0.01%	484
2018 Q3	–	Sell	-21	Closed	-$3K	–	598
2018 Q2	$3K	Hold	21	–	–	﹤0.01%	476
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	445
2017 Q4	$3K	Hold	21	–	–	﹤0.01%	431
2017 Q3	$3K	Hold	21	–	–	﹤0.01%	424
2017 Q2	$3K	Hold	21	–	–	﹤0.01%	408
2017 Q1	$2K	Hold	21	–	–	﹤0.01%	431
2016 Q4	$3K	Sell	21 -411	-95%	-$45.4K	﹤0.01%	437
2016 Q3	$45K	Buy	432 +411	+1,957%	+$42.1K	0.01%	561
2016 Q2	$2K	Hold	21	–	–	﹤0.01%	469
2016 Q1	$2K	Hold	21	–	–	﹤0.01%	489
2015 Q4	$2K	Hold	21	–	–	﹤0.01%	467
2015 Q3	$2K	Hold	21	–	–	﹤0.01%	468
2015 Q2	$2K	Hold	21	–	–	﹤0.01%	478
2015 Q1	$2K	Hold	21	–	–	﹤0.01%	481
2014 Q4	$2K	Hold	21	–	–	﹤0.01%	495
2014 Q3	$2K	Hold	21	–	–	﹤0.01%	529
2014 Q2	$2K	Hold	21	–	–	﹤0.01%	464
2014 Q1	$2K	Hold	21	–	–	﹤0.01%	434
2013 Q4	$2K	Hold	21	–	–	﹤0.01%	400
2013 Q3	$2K	Hold	21	–	–	﹤0.01%	387
2013 Q2	$2K	Buy	+21	New	+$1.78K	﹤0.01%	343