JNBA Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	613 -60	-9%	-$23.8K	0.02%	184
2026 Q1	$240K	Hold	673	–	–	0.02%	178
2025 Q4	$251K	Buy	673 +418	+164%	+$155K	0.02%	176
2025 Q3	$93.2K	Hold	255	–	–	0.01%	235
2025 Q2	$86.6K	Hold	255	–	–	0.01%	238
2025 Q1	$78.2K	Buy	255 +81	+47%	+$26.2K	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	+$47.7K	0.01%	286
2018 Q4	–	Sell	-670	Closed	-$108K	–	630
2018 Q3	$108K	Buy	+670	New	+$106K	0.05%	175
2016 Q4	–	Sell	-4,538	Closed	-$547K	–	901
2016 Q3	$547K	Buy	+4,538	New	+$545K	0.08%	89

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JNBA Financial Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 8.9% in Q2 2026, selling an estimated $23.8K and leaving 613 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #184.

JNBA Financial Advisors first reported a position in IWB in Q3 2016 and has held it in 12 quarters since. The position peaked at $547K in Q3 2016. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

JNBA Financial Advisors held 613 shares of iShares Russell 1000 ETF worth $251K as of Q2 2026.
JNBA Financial Advisors sold 60 iShares Russell 1000 ETF shares in Q2 2026, an estimated $23.8K.
iShares Russell 1000 ETF made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #184 holding.
JNBA Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 12 quarters since.
JNBA Financial Advisors's iShares Russell 1000 ETF position peaked at $547K in Q3 2016.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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