JNBA Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37K	Hold	267	–	–	﹤0.01%	323
2025 Q1	$31.4K	Hold	267	–	–	﹤0.01%	333
2024 Q4	$33.8K	Sell	267 -34	-11%	-$4.31K	﹤0.01%	324
2024 Q3	$35.3K	Hold	301	–	–	﹤0.01%	328
2024 Q2	$33.2K	Hold	301	–	–	﹤0.01%	327
2024 Q1	$34.4K	Hold	301	–	–	﹤0.01%	330
2023 Q4	$31.4K	Hold	301	–	–	﹤0.01%	337
2023 Q3	$27.5K	Hold	301	–	–	﹤0.01%	347
2023 Q2	$29.1K	Hold	301	–	–	﹤0.01%	344
2023 Q1	$27.4K	Hold	301	–	–	﹤0.01%	350
2022 Q4	$25.2K	Sell	301 -70	-19%	-$5.85K	﹤0.01%	348
2022 Q3	$29K	Sell	371 -59	-14%	-$4.61K	﹤0.01%	335
2022 Q2	$34K	Hold	430	–	–	0.01%	321
2022 Q1	$43K	Sell	430 -169	-28%	-$16.9K	0.01%	307
2021 Q4	$69K	Hold	599	–	–	0.01%	265
2021 Q3	$67K	Sell	599 -122	-17%	-$13.6K	0.01%	262
2021 Q2	$82K	Sell	721 -27	-4%	-$3.07K	0.01%	244
2021 Q1	$76K	Hold	748	–	–	0.01%	247
2020 Q4	$77K	Hold	748	–	–	0.01%	228
2020 Q3	$65K	Sell	748 -54	-7%	-$4.69K	0.01%	220
2020 Q2	$63K	Hold	802	–	–	0.01%	218
2020 Q1	$49K	Sell	802 -52	-6%	-$3.18K	0.01%	220
2019 Q4	$65K	Sell	854 -68	-7%	-$5.18K	0.01%	218
2019 Q3	$65K	Hold	922	–	–	0.01%	206
2019 Q2	$66K	Hold	922	–	–	0.01%	208
2019 Q1	$63K	Buy	922 +288	+45%	+$19.7K	0.01%	203
2018 Q4	$36K	Buy	634 +34	+6%	+$1.93K	0.01%	242
2018 Q3	$41K	Sell	600 -34	-5%	-$2.32K	0.02%	240
2018 Q2	$40K	Hold	634	–	–	0.01%	249
2018 Q1	$39K	Sell	634 -116	-15%	-$7.14K	0.01%	247
2017 Q4	$45K	Hold	750	–	–	0.01%	229
2017 Q3	$42K	Sell	750 -112	-13%	-$6.27K	0.01%	224
2017 Q2	$47K	Buy	862 +112	+15%	+$6.11K	0.01%	214
2017 Q1	$39K	Hold	750	–	–	0.01%	224
2016 Q4	$37K	Sell	750 -37,606	-98%	-$1.86M	0.01%	233
2016 Q3	$1.87M	Buy	38,356 +36,920	+2,571%	+$1.8M	0.27%	32
2016 Q2	$67K	Buy	+1,436	New	+$67K	0.02%	180