JNBA Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.8K	Hold	50	–	–	﹤0.01%	439
2026 Q1	$15.8K	Hold	50	–	–	﹤0.01%	442
2025 Q4	$16.3K	Hold	50	–	–	﹤0.01%	437
2025 Q3	$16.1K	Hold	50	–	–	﹤0.01%	429
2025 Q2	$14.4K	Hold	50	–	–	﹤0.01%	427
2025 Q1	$12.9K	Sell	50 -4	-7%	-$1.13K	﹤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%	-$2.08K	﹤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%	-$13K	﹤0.01%	436
2021 Q3	$31K	Hold	105	–	–	﹤0.01%	352
2021 Q2	$33K	Buy	105 +43	+69%	+$12.9K	﹤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%	-$11K	﹤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%	+$381	﹤0.01%	314
2018 Q4	$19K	Buy	+114	New	+$21.3K	﹤0.01%	298
2018 Q3	–	Sell	-172	Closed	-$35K	–	598
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%	+$2.98K	0.01%	265
2016 Q3	$23K	Buy	152 +90	+145%	+$13.1K	﹤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%	-$2.81K	﹤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	+$9.07K	0.01%	267

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

JNBA Financial Advisors's IWO Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 50 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

JNBA Financial Advisors first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $35K in Q2 2018. 422 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

JNBA Financial Advisors held 50 shares of iShares Russell 2000 Growth ETF worth $19.8K as of Q2 2026.
JNBA Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #439 holding.
JNBA Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $35K in Q2 2018.
422 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.