JNBA Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Hold |
50
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $12.9K | Sell |
50
-4
| -7% | -$1.03K | ﹤0.01% | 431 |
|
|
2024
Q4 | $15.6K | Hold |
54
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $15.4K | Hold |
54
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $14.3K | Sell |
54
-8
| -13% | -$2.11K | ﹤0.01% | 423 |
|
|
2024
Q1 | $16.9K | Hold |
62
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $15.7K | Hold |
62
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $14K | Hold |
62
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $15.1K | Hold |
62
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $14.1K | Hold |
62
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $13.4K | Hold |
62
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $13K | Hold |
62
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $13K | Hold |
62
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $16K | Hold |
62
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $18K | Sell |
62
-43
| -41% | -$12.5K | ﹤0.01% | 436 |
|
|
2021
Q3 | $31K | Hold |
105
| – | – | ﹤0.01% | 352 |
|
|
2021
Q2 | $33K | Buy |
105
+43
| +69% | +$13.5K | ﹤0.01% | 336 |
|
|
2021
Q1 | $19K | Hold |
62
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $18K | Hold |
62
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $14K | Hold |
62
| – | – | ﹤0.01% | 379 |
|
|
2020
Q2 | $13K | Hold |
62
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $10K | Hold |
62
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $13K | Sell |
62
-54
| -47% | -$11.3K | ﹤0.01% | 404 |
|
|
2019
Q3 | $22K | Hold |
116
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $23K | Hold |
116
| – | – | ﹤0.01% | 325 |
|
|
2019
Q1 | $23K | Buy |
116
+2
| +2% | +$397 | ﹤0.01% | 314 |
|
|
2018
Q4 | $19K | Buy |
+114
| New | +$19K | ﹤0.01% | 298 |
|
|
2018
Q3 | – | Sell |
-172
| Closed | -$35K | – | 600 |
|
|
2018
Q2 | $35K | Hold |
172
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $33K | Hold |
172
| – | – | 0.01% | 268 |
|
|
2017
Q4 | $32K | Hold |
172
| – | – | 0.01% | 266 |
|
|
2017
Q3 | $31K | Hold |
172
| – | – | 0.01% | 257 |
|
|
2017
Q2 | $29K | Hold |
172
| – | – | 0.01% | 254 |
|
|
2017
Q1 | $28K | Hold |
172
| – | – | 0.01% | 257 |
|
|
2016
Q4 | $27K | Buy |
172
+20
| +13% | +$3.14K | 0.01% | 265 |
|
|
2016
Q3 | $23K | Buy |
152
+90
| +145% | +$13.6K | ﹤0.01% | 760 |
|
|
2016
Q2 | $9K | Hold |
62
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $8K | Hold |
62
| – | – | ﹤0.01% | 372 |
|
|
2015
Q4 | $9K | Hold |
62
| – | – | ﹤0.01% | 354 |
|
|
2015
Q3 | $8K | Hold |
62
| – | – | ﹤0.01% | 366 |
|
|
2015
Q2 | $10K | Hold |
62
| – | – | ﹤0.01% | 351 |
|
|
2015
Q1 | $9K | Hold |
62
| – | – | ﹤0.01% | 371 |
|
|
2014
Q4 | $9K | Hold |
62
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $8K | Sell |
62
-21
| -25% | -$2.71K | ﹤0.01% | 389 |
|
|
2014
Q2 | $11K | Hold |
83
| – | – | 0.01% | 338 |
|
|
2014
Q1 | $11K | Hold |
83
| – | – | 0.01% | 317 |
|
|
2013
Q4 | $11K | Hold |
83
| – | – | 0.01% | 307 |
|
|
2013
Q3 | $10K | Hold |
83
| – | – | 0.01% | 305 |
|
|
2013
Q2 | $9K | Buy |
+83
| New | +$9K | 0.01% | 267 |
|