JNBA Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.2M	Sell	802,743 -16,515	-2%	-$1.15M	4.51%	5
2025 Q4	$54.1M	Buy	819,258 +35,958	+5%	+$2.36M	4.72%	3
2025 Q3	$51.1M	Sell	783,300 -4,209	-0.5%	-$270K	4.64%	3
2025 Q2	$48.8M	Sell	787,509 -7,206	-0.9%	-$423K	4.7%	4
2025 Q1	$46.4M	Buy	794,715 +23,229	+3%	+$1.44M	4.81%	5
2024 Q4	$48.1M	Buy	771,486 +16,099	+2%	+$1.03M	4.91%	4
2024 Q3	$47.1M	Sell	755,387 -5,453	-0.7%	-$329K	4.74%	4
2024 Q2	$44.5M	Sell	760,840 -23,956	-3%	-$1.41M	4.7%	5
2024 Q1	$47.7M	Sell	784,796 -174,204	-18%	-$9.86M	5.01%	4
2023 Q4	$53.2M	Buy	959,000 +27,590	+3%	+$1.4M	6.05%	2
2023 Q3	$46.4M	Buy	931,410 +9,825	+1%	+$515K	5.8%	2
2023 Q2	$48.2M	Buy	921,585 +35,110	+4%	+$1.74M	5.78%	2
2023 Q1	$44.4M	Sell	886,475 -3,440	-0.4%	-$175K	5.77%	2
2022 Q4	$43.1M	Sell	889,915 -6,070	-0.7%	-$293K	5.98%	2
2022 Q3	$39.3M	Buy	895,985 +8,955	+1%	+$433K	6.06%	2
2022 Q2	$40.1M	Buy	887,030 +4,910	+0.6%	+$242K	6.09%	2
2022 Q1	$47.3M	Sell	882,120 -30,630	-3%	-$1.63M	6.27%	2
2021 Q4	$51.7M	Buy	912,750 +41,350	+5%	+$2.3M	6.31%	2
2021 Q3	$45.8M	Buy	871,400 +48,550	+6%	+$2.61M	6.16%	2
2021 Q2	$44.2M	Buy	822,850 +5,975	+0.7%	+$323K	5.99%	2
2021 Q1	$42.5M	Buy	816,875 +4,165	+0.5%	+$208K	6.17%	2
2020 Q4	$37.4M	Buy	812,710 +2,235	+0.3%	+$94.2K	6.14%	2
2020 Q3	$30M	Sell	810,475 -6,920	-0.8%	-$259K	6.06%	3
2020 Q2	$29.1M	Sell	817,395 -4,770	-0.6%	-$158K	6.23%	3
2020 Q1	$23.7M	Buy	822,165 +50,445	+7%	+$1.88M	5.68%	3
2019 Q4	$31.8M	Sell	771,720 -17,645	-2%	-$699K	6.06%	4
2019 Q3	$30.5M	Sell	789,365 -19,050	-2%	-$732K	6.2%	4
2019 Q2	$31.4M	Sell	808,415 -21,185	-3%	-$812K	6.4%	3
2019 Q1	$31.4M	Sell	829,600 -154,685	-16%	-$5.71M	6.76%	3
2018 Q4	$32.7M	Buy	984,285 +983,410	+112,390%	+$35.9M	7.41%	3
2018 Q3	$35K	Sell	875 -1,144,560	-100%	-$46M	0.02%	255
2018 Q2	$44.6M	Sell	1,145,435 -37,665	-3%	-$1.45M	9.43%	2
2018 Q1	$44.4M	Sell	1,183,100 -47,950	-4%	-$1.83M	9.5%	1
2017 Q4	$46.7M	Sell	1,231,050 -56,090	-4%	-$2.07M	9.83%	1
2017 Q3	$46.1M	Sell	1,287,140 -59,155	-4%	-$2.06M	10.28%	1
2017 Q2	$46.8M	Buy	1,346,295 +10,095	+0.8%	+$348K	10.64%	2
2017 Q1	$45.8M	Sell	1,336,200 -75,105	-5%	-$2.56M	10.8%	2
2016 Q4	$46.7M	Buy	1,411,305 +1,407,345	+35,539%	+$44.6M	11.35%	2
2016 Q3	$123K	Sell	3,960 -1,284,020	-100%	-$39.7M	0.02%	312
2016 Q2	$38.5M	Buy	1,287,980 +317,140	+33%	+$9.3M	10.76%	1
2016 Q1	$28M	Sell	970,840 -2,770	-0.3%	-$74K	10.07%	2
2015 Q4	$27.1M	Buy	973,610 +103,065	+12%	+$2.94M	10.39%	2
2015 Q3	$23.8M	Buy	870,545 +19,580	+2%	+$569K	10.13%	2
2015 Q2	$25.5M	Buy	850,965 +55,005	+7%	+$1.68M	9.67%	4
2015 Q1	$24.2M	Buy	795,960 +53,370	+7%	+$1.58M	9.31%	5
2014 Q4	$21.5M	Buy	742,590 +139,295	+23%	+$3.91M	8.66%	5
2014 Q3	$16.5M	Buy	603,295 +63,930	+12%	+$1.8M	7.48%	4
2014 Q2	$15.4M	Buy	539,365 +38,005	+8%	+$1.04M	7.48%	4
2014 Q1	$13.8M	Buy	501,360 +15,660	+3%	+$421K	7.26%	4
2013 Q4	$13M	Buy	485,700 +50,690	+12%	+$1.31M	7.12%	4
2013 Q3	$10.8M	Buy	435,010 +17,295	+4%	+$422K	6.73%	4
2013 Q2	$9.65M	Buy	+417,715	New	+$9.7M	6.63%	3