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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Sell	1,637 -12	-0.7%	-$2.79K	0.03%	157
2026 Q1	$352K	Hold	1,649	–	–	0.03%	157
2025 Q4	$347K	Buy	1,649 +101	+7%	+$20.9K	0.03%	157
2025 Q3	$315K	Sell	1,548 -80	-5%	-$15.9K	0.03%	158
2025 Q2	$316K	Sell	1,628 -53	-3%	-$9.82K	0.03%	159
2025 Q1	$316K	Hold	1,681	–	–	0.03%	154
2024 Q4	$311K	Hold	1,681	–	–	0.03%	158
2024 Q3	$319K	Hold	1,681	–	–	0.03%	156
2024 Q2	$293K	Hold	1,681	–	–	0.03%	162
2024 Q1	$301K	Hold	1,681	–	–	0.03%	168
2023 Q4	$278K	Sell	1,681 -102	-6%	-$15.8K	0.03%	173
2023 Q3	$271K	Sell	1,783 -127	-7%	-$20.1K	0.03%	170
2023 Q2	$301K	Hold	1,910	–	–	0.04%	167
2023 Q1	$291K	Hold	1,910	–	–	0.04%	169
2022 Q4	$290K	Sell	1,910 -173	-8%	-$25.9K	0.04%	161
2022 Q3	$283K	Sell	2,083 -130	-6%	-$19.5K	0.04%	161
2022 Q2	$321K	Sell	2,213 -25	-1%	-$3.91K	0.05%	147
2022 Q1	$371K	Sell	2,238 -122	-5%	-$20K	0.05%	141
2021 Q4	$396K	Hold	2,360	–	–	0.05%	148
2021 Q3	$369K	Buy	2,360 +227	+11%	+$36.4K	0.05%	144
2021 Q2	$338K	Hold	2,133	–	–	0.05%	152
2021 Q1	$323K	Hold	2,133	–	–	0.05%	151
2020 Q4	$292K	Buy	2,133 +1,588	+291%	+$204K	0.05%	145
2020 Q3	$64K	Hold	545	–	–	0.01%	222
2020 Q2	$61K	Sell	545 -71	-12%	-$7.81K	0.01%	220
2020 Q1	$61K	Hold	616	–	–	0.01%	202
2019 Q4	$84K	Hold	616	–	–	0.02%	195
2019 Q3	$79K	Hold	616	–	–	0.02%	190
2019 Q2	$78K	Hold	616	–	–	0.02%	195
2019 Q1	$76K	Sell	616 -64	-9%	-$7.69K	0.02%	188
2018 Q4	$76K	Buy	+680	New	+$81.5K	0.02%	177
2018 Q3	–	Sell	-680	Closed	-$83K	–	596
2018 Q2	$83K	Hold	680	–	–	0.02%	190
2018 Q1	$82K	Hold	680	–	–	0.02%	185
2017 Q4	$85K	Hold	680	–	–	0.02%	184
2017 Q3	$81K	Hold	680	–	–	0.02%	179
2017 Q2	$79K	Hold	680	–	–	0.02%	170
2017 Q1	$78K	Sell	680 -217	-24%	-$24.9K	0.02%	171
2016 Q4	$100K	Sell	897 -1,715	-66%	-$185K	0.02%	160
2016 Q3	$276K	Buy	2,612 +1,715	+191%	+$181K	0.04%	179
2016 Q2	$93K	Hold	897	–	–	0.03%	166
2016 Q1	$89K	Hold	897	–	–	0.03%	155
2015 Q4	$88K	Hold	897	–	–	0.03%	155
2015 Q3	$84K	Sell	897 -10	-1%	-$993	0.04%	144
2015 Q2	$94K	Hold	907	–	–	0.04%	133
2015 Q1	$93K	Hold	907	–	–	0.04%	139
2014 Q4	$95K	Hold	907	–	–	0.04%	139
2014 Q3	$91K	Hold	907	–	–	0.04%	145
2014 Q2	$92K	Hold	907	–	–	0.04%	132
2014 Q1	$88K	Hold	907	–	–	0.05%	132
2013 Q4	$85K	Hold	907	–	–	0.05%	132
2013 Q3	$78K	Hold	907	–	–	0.05%	133
2013 Q2	$76K	Buy	+907	New	+$75.6K	0.05%	126

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

JNBA Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.73% in Q2 2026, selling an estimated $2.79K and leaving 1,637 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #157.

JNBA Financial Advisors first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

JNBA Financial Advisors held 1,637 shares of iShares Russell 1000 Value ETF worth $397K as of Q2 2026.
JNBA Financial Advisors sold 12 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.79K.
iShares Russell 1000 Value ETF made up 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #157 holding.
JNBA Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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