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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.1K	Hold	267	–	–	﹤0.01%	355
2026 Q1	$34.2K	Hold	267	–	–	﹤0.01%	354
2025 Q4	$36.6K	Hold	267	–	–	﹤0.01%	351
2025 Q3	$38K	Hold	267	–	–	﹤0.01%	336
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%	-$4.32K	﹤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%	-$5.89K	﹤0.01%	348
2022 Q3	$29K	Sell	371 -59	-14%	-$5.08K	﹤0.01%	335
2022 Q2	$34K	Hold	430	–	–	0.01%	321
2022 Q1	$43K	Sell	430 -169	-28%	-$16.8K	0.01%	307
2021 Q4	$69K	Hold	599	–	–	0.01%	265
2021 Q3	$67K	Sell	599 -122	-17%	-$14K	0.01%	262
2021 Q2	$82K	Sell	721 -27	-4%	-$2.88K	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%	-$4.56K	0.01%	220
2020 Q2	$63K	Hold	802	–	–	0.01%	218
2020 Q1	$49K	Sell	802 -52	-6%	-$3.79K	0.01%	220
2019 Q4	$65K	Sell	854 -68	-7%	-$4.99K	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%	+$18.5K	0.01%	203
2018 Q4	$36K	Buy	634 +34	+6%	+$2.07K	0.01%	242
2018 Q3	$41K	Sell	600 -34	-5%	-$2.26K	0.02%	240
2018 Q2	$40K	Hold	634	–	–	0.01%	249
2018 Q1	$39K	Sell	634 -116	-15%	-$7.24K	0.01%	247
2017 Q4	$45K	Hold	750	–	–	0.01%	229
2017 Q3	$42K	Sell	750 -112	-13%	-$6.14K	0.01%	224
2017 Q2	$47K	Buy	862 +112	+15%	+$5.96K	0.01%	214
2017 Q1	$39K	Hold	750	–	–	0.01%	224
2016 Q4	$37K	Sell	750 -37,606	-98%	-$1.81M	0.01%	233
2016 Q3	$1.87M	Buy	38,356 +36,920	+2,571%	+$1.79M	0.27%	32
2016 Q2	$67K	Buy	+1,436	New	+$66.4K	0.02%	180

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

JNBA Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 267 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

JNBA Financial Advisors first reported a position in IWP in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.87M in Q3 2016. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

JNBA Financial Advisors held 267 shares of iShares Russell Mid-Cap Growth ETF worth $39.1K as of Q2 2026.
JNBA Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #355 holding.
JNBA Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and has held it in 41 quarters since.
JNBA Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.87M in Q3 2016.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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