JNBA Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.5K	Hold	200	–	–	﹤0.01%	336
2026 Q1	$42.3K	Hold	200	–	–	﹤0.01%	330
2025 Q4	$42.5K	Hold	200	–	–	﹤0.01%	329
2025 Q3	$41.4K	Hold	200	–	–	﹤0.01%	323
2025 Q2	$39.2K	Hold	200	–	–	﹤0.01%	316
2025 Q1	$38.2K	Hold	200	–	–	﹤0.01%	312
2024 Q4	$38.2K	Sell	200 -40	-17%	-$7.93K	﹤0.01%	311
2024 Q3	$47.4K	Hold	240	–	–	﹤0.01%	291
2024 Q2	$43.7K	Sell	240 -47	-16%	-$8.56K	﹤0.01%	301
2024 Q1	$53.7K	Hold	287	–	–	0.01%	278
2023 Q4	$50K	Hold	287	–	–	0.01%	280
2023 Q3	$44.2K	Hold	287	–	–	0.01%	293
2023 Q2	$46.3K	Hold	287	–	–	0.01%	292
2023 Q1	$43.6K	Hold	287	–	–	0.01%	299
2022 Q4	$41.7K	Sell	287 -24	-8%	-$3.43K	0.01%	298
2022 Q3	$40K	Buy	311 +24	+8%	+$3.4K	0.01%	296
2022 Q2	$39K	Hold	287	–	–	0.01%	304
2022 Q1	$45K	Hold	287	–	–	0.01%	303
2021 Q4	$45K	Hold	287	–	–	0.01%	319
2021 Q3	$42K	Hold	287	–	–	0.01%	314
2021 Q2	$42K	Hold	287	–	–	0.01%	308
2021 Q1	$41K	Sell	287 -230	-44%	-$31K	0.01%	305
2020 Q4	$66K	Buy	517 +230	+80%	+$27.8K	0.01%	240
2020 Q3	$32K	Buy	287 +30	+12%	+$3.4K	0.01%	289
2020 Q2	$28K	Hold	257	–	–	0.01%	293
2020 Q1	$25K	Hold	257	–	–	0.01%	289
2019 Q4	$33K	Hold	257	–	–	0.01%	292
2019 Q3	$31K	Hold	257	–	–	0.01%	282
2019 Q2	$30K	Hold	257	–	–	0.01%	291
2019 Q1	$29K	Sell	257 -31	-11%	-$3.4K	0.01%	289
2018 Q4	$29K	Sell	288 -132	-31%	-$14.4K	0.01%	261
2018 Q3	$49K	Sell	420 -162	-28%	-$18.6K	0.02%	222
2018 Q2	$64K	Hold	582	–	–	0.01%	205
2018 Q1	$64K	Hold	582	–	–	0.01%	203
2017 Q4	$66K	Hold	582	–	–	0.01%	197
2017 Q3	$63K	Sell	582 -85	-13%	-$9K	0.01%	191
2017 Q2	$70K	Sell	667 -63	-9%	-$6.56K	0.02%	180
2017 Q1	$76K	Sell	730 -18	-2%	-$1.87K	0.02%	174
2016 Q4	$76K	Buy	748 +659	+740%	+$64.3K	0.02%	177
2016 Q3	$8K	Sell	89 -715	-89%	-$68K	﹤0.01%	1090
2016 Q2	$75K	Hold	804	–	–	0.02%	175
2016 Q1	$72K	Hold	804	–	–	0.03%	167
2015 Q4	$71K	Hold	804	–	–	0.03%	168
2015 Q3	$68K	Sell	804 -209	-21%	-$18.7K	0.03%	160
2015 Q2	$93K	Hold	1,013	–	–	0.04%	136
2015 Q1	$94K	Hold	1,013	–	–	0.04%	137
2014 Q4	$95K	Hold	1,013	–	–	0.04%	138
2014 Q3	$91K	Hold	1,013	–	–	0.04%	144
2014 Q2	$91K	Hold	1,013	–	–	0.04%	135
2014 Q1	$88K	Hold	1,013	–	–	0.05%	131
2013 Q4	$87K	Hold	1,013	–	–	0.05%	129
2013 Q3	$79K	Hold	1,013	–	–	0.05%	130
2013 Q2	$77K	Buy	+1,013	New	+$76.9K	0.05%	124

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

JNBA Financial Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 200 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

JNBA Financial Advisors first reported a position in IVE in Q2 2013 and has held it in 53 quarters since. The position peaked at $95K in Q4 2014. 552 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

JNBA Financial Advisors held 200 shares of iShares S&P 500 Value ETF worth $45.5K as of Q2 2026.
JNBA Financial Advisors left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #336 holding.
JNBA Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares S&P 500 Value ETF position peaked at $95K in Q4 2014.
552 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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