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iShares Russell 2000 Index shares owned by JNBA Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JNBA Financial Advisors from 13F filings

Historical chart of JNBA Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $586k 2.8k 210.30
2023-12-31 $568k 2.8k 200.71
2023-09-30 $177k 1.0k 176.74
2023-06-30 $194k 1.0k 187.27
2023-03-31 $185k 1.0k 178.40
2022-12-31 $184k 1.1k 174.36
2022-09-30 $178k 1.1k 165.12
2022-06-30 $174k 1.0k 169.26
2022-03-31 $211k 1.0k 205.25
2021-12-31 $229k 1.0k 222.76
2021-09-30 $225k 1.0k 218.87
2021-06-30 $236k 1.0k 229.57
2021-03-31 $227k 1.0k 220.82
2020-12-31 $285k 1.5k 196.15
2020-09-30 $154k 1.0k 149.81
2020-06-30 $145k 1.0k 143.56
2020-03-31 $116k 1.0k 114.85
2019-12-31 $172k 1.0k 165.23
2019-09-30 $167k 1.1k 151.13
2019-06-30 $165k 1.1k 155.95
2019-03-31 $162k 1.1k 153.12
2018-12-31 $154k 1.1k 134.26
2018-09-30 $202k 1.2k 168.33
2018-06-30 $188k 1.1k 163.91
2018-03-31 $1.1M 1.1k 1000.00
2017-12-31 $175k 1.1k 152.57
2017-09-30 $188k 1.3k 147.80
2017-06-30 $257k 1.8k 140.98
2017-03-31 $266k 1.9k 137.68
2016-12-31 $261k 1.9k 135.09
2016-09-30 $48M 388k 124.21
2016-06-30 $146k 1.3k 115.23
2016-03-31 $140k 1.3k 110.50
2015-12-31 $143k 1.3k 112.87
2015-09-30 $138k 1.3k 108.92
2015-06-30 $174k 1.4k 124.64
2015-03-31 $174k 1.4k 124.64
2014-12-31 $167k 1.4k 119.63
2014-09-30 $153k 1.4k 109.60
2014-06-30 $69k 577 119.58
2014-03-31 $67k 577 116.12
2013-12-31 $84k 725 115.86
2013-09-30 $242k 2.3k 106.80
2013-06-30 $27k 277 97.47
2013-03-31 $26k 277 93.86
2012-12-31 $14k 170 82.35