JNBA Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $61K | Sell |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $76K | Sell |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $78K | Sell |
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|
2016
Q4 | $100K | Sell |
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|
2016
Q3 | $276K | Buy |
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|
2016
Q2 | $93K | Hold |
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|
2016
Q1 | $89K | Hold |
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|
2015
Q4 | $88K | Hold |
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|
2015
Q3 | $84K | Sell |
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|
2015
Q2 | $94K | Hold |
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|
2015
Q1 | $93K | Hold |
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|
2014
Q4 | $95K | Hold |
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|
2014
Q3 | $91K | Hold |
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|
2014
Q2 | $92K | Hold |
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|
2014
Q1 | $88K | Hold |
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|
2013
Q4 | $85K | Hold |
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|
2013
Q3 | $78K | Hold |
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|
2013
Q2 | $76K | Buy |
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