JNBA Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | $2.89K | 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 | +$2K | ﹤0.01% | 484 |
|
2018
Q3 | – | Sell |
-21
| Closed | -$3K | – | 599 |
|
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% | -$58.7K | ﹤0.01% | 437 |
|
2016
Q3 | $45K | Buy |
432
+411
| +1,957% | +$42.8K | 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 | +$2K | ﹤0.01% | 343 |
|