JNBA Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.6K | Hold |
255
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $78.2K | Buy |
255
+81
| +47% | +$24.8K | 0.01% | 240 |
|
|
2024
Q4 | $56.1K | Hold |
174
| – | – | 0.01% | 276 |
|
|
2024
Q3 | $54.7K | Hold |
174
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $51.8K | Hold |
174
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $50.1K | Buy |
+174
| New | +$50.1K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-670
| Closed | -$108K | – | 631 |
|
|
2018
Q3 | $108K | Buy |
+670
| New | +$108K | 0.05% | 175 |
|
|
2016
Q4 | – | Sell |
-4,538
| Closed | -$547K | – | 902 |
|
|
2016
Q3 | $547K | Buy |
+4,538
| New | +$547K | 0.08% | 89 |
|