JNBA Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93.2K | Hold |
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|
2025
Q2 | $86.6K | Hold |
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|
2025
Q1 | $78.2K | Buy |
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|
2024
Q4 | $56.1K | Hold |
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|
2024
Q3 | $54.7K | Hold |
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|
2024
Q2 | $51.8K | Hold |
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|
2024
Q1 | $50.1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $108K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $547K | Buy |
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