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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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. 455 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.
  • 455 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.