JNBA Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38K | Hold |
|
|||||
|
2025
Q2 | $37K | Hold |
|
|||||
|
2025
Q1 | $31.4K | Hold |
|
|||||
|
2024
Q4 | $33.8K | Sell |
|
|||||
|
2024
Q3 | $35.3K | Hold |
|
|||||
|
2024
Q2 | $33.2K | Hold |
|
|||||
|
2024
Q1 | $34.4K | Hold |
|
|||||
|
2023
Q4 | $31.4K | Hold |
|
|||||
|
2023
Q3 | $27.5K | Hold |
|
|||||
|
2023
Q2 | $29.1K | Hold |
|
|||||
|
2023
Q1 | $27.4K | Hold |
|
|||||
|
2022
Q4 | $25.2K | Sell |
|
|||||
|
2022
Q3 | $29K | Sell |
|
|||||
|
2022
Q2 | $34K | Hold |
|
|||||
|
2022
Q1 | $43K | Sell |
|
|||||
|
2021
Q4 | $69K | Hold |
|
|||||
|
2021
Q3 | $67K | Sell |
|
|||||
|
2021
Q2 | $82K | Sell |
|
|||||
|
2021
Q1 | $76K | Hold |
|
|||||
|
2020
Q4 | $77K | Hold |
|
|||||
|
2020
Q3 | $65K | Sell |
|
|||||
|
2020
Q2 | $63K | Hold |
|
|||||
|
2020
Q1 | $49K | Sell |
|
|||||
|
2019
Q4 | $65K | Sell |
|
|||||
|
2019
Q3 | $65K | Hold |
|
|||||
|
2019
Q2 | $66K | Hold |
|
|||||
|
2019
Q1 | $63K | Buy |
|
|||||
|
2018
Q4 | $36K | Buy |
|
|||||
|
2018
Q3 | $41K | Sell |
|
|||||
|
2018
Q2 | $40K | Hold |
|
|||||
|
2018
Q1 | $39K | Sell |
|
|||||
|
2017
Q4 | $45K | Hold |
|
|||||
|
2017
Q3 | $42K | Sell |
|
|||||
|
2017
Q2 | $47K | Buy |
|
|||||
|
2017
Q1 | $39K | Hold |
|
|||||
|
2016
Q4 | $37K | Sell |
|
|||||
|
2016
Q3 | $1.87M | Buy |
|
|||||
|
2016
Q2 | $67K | Buy |
|