JNBA Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$828K	Sell	7,507 -87	-1%	-$9.15K	0.06%	114
2026 Q1	$738K	Sell	7,594 -8	-0.1%	-$799	0.06%	118
2025 Q4	$732K	Hold	7,602	–	–	0.06%	121
2025 Q3	$734K	Hold	7,602	–	–	0.07%	116
2025 Q2	$699K	Hold	7,602	–	–	0.07%	116
2025 Q1	$647K	Sell	7,602 -60	-0.8%	-$5.35K	0.07%	116
2024 Q4	$677K	Buy	7,662 +1,173	+18%	+$106K	0.07%	112
2024 Q3	$572K	Sell	6,489 -96	-1%	-$8.09K	0.06%	124
2024 Q2	$534K	Hold	6,585	–	–	0.06%	128
2024 Q1	$554K	Sell	6,585 -105	-2%	-$8.32K	0.06%	129
2023 Q4	$520K	Sell	6,690 -151	-2%	-$10.7K	0.06%	133
2023 Q3	$474K	Sell	6,841 -70	-1%	-$5.11K	0.06%	128
2023 Q2	$505K	Buy	6,911 +923	+15%	+$64.2K	0.06%	127
2023 Q1	$419K	Hold	5,988	–	–	0.05%	138
2022 Q4	$404K	Hold	5,988	–	–	0.06%	141
2022 Q3	$372K	Hold	5,988	–	–	0.06%	140
2022 Q2	$387K	Sell	5,988 -327	-5%	-$23.3K	0.06%	135
2022 Q1	$493K	Sell	6,315 -469	-7%	-$36.1K	0.07%	127
2021 Q4	$563K	Buy	6,784 +469	+7%	+$38.5K	0.07%	124
2021 Q3	$494K	Hold	6,315	–	–	0.07%	124
2021 Q2	$500K	Hold	6,315	–	–	0.07%	124
2021 Q1	$467K	Hold	6,315	–	–	0.07%	121
2020 Q4	$433K	Buy	6,315 +3,680	+140%	+$234K	0.07%	118
2020 Q3	$151K	Sell	2,635 -991	-27%	-$56.4K	0.03%	172
2020 Q2	$194K	Hold	3,626	–	–	0.04%	152
2020 Q1	$157K	Hold	3,626	–	–	0.04%	157
2019 Q4	$216K	Hold	3,626	–	–	0.04%	147
2019 Q3	$203K	Hold	3,626	–	–	0.04%	144
2019 Q2	$203K	Sell	3,626 -54	-1%	-$2.96K	0.04%	146
2019 Q1	$199K	Buy	3,680 +301	+9%	+$15.6K	0.04%	142
2018 Q4	$157K	Sell	3,379 -3,621	-52%	-$183K	0.04%	139
2018 Q3	$386K	Buy	7,000 +3,620	+107%	+$198K	0.17%	88
2018 Q2	$179K	Hold	3,380	–	–	0.04%	134
2018 Q1	$174K	Hold	3,380	–	–	0.04%	136
2017 Q4	$176K	Hold	3,380	–	–	0.04%	135
2017 Q3	$167K	Hold	3,380	–	–	0.04%	132
2017 Q2	$162K	Hold	3,380	–	–	0.04%	130
2017 Q1	$158K	Hold	3,380	–	–	0.04%	135
2016 Q4	$151K	Sell	3,380 -21,848	-87%	-$955K	0.04%	137
2016 Q3	$1.1M	Buy	25,228 +21,848	+646%	+$947K	0.16%	44
2016 Q2	$142K	Hold	3,380	–	–	0.04%	147
2016 Q1	$138K	Hold	3,380	–	–	0.05%	129
2015 Q4	$135K	Hold	3,380	–	–	0.05%	130
2015 Q3	$131K	Hold	3,380	–	–	0.06%	120
2015 Q2	$144K	Hold	3,380	–	–	0.05%	108
2015 Q1	$146K	Hold	3,380	–	–	0.06%	108
2014 Q4	$141K	Buy	3,380 +80	+2%	+$3.25K	0.06%	111
2014 Q3	$131K	Buy	3,300 +332	+11%	+$13.4K	0.06%	112
2014 Q2	$121K	Hold	2,968	–	–	0.06%	112
2014 Q1	$115K	Hold	2,968	–	–	0.06%	109
2013 Q4	$111K	Hold	2,968	–	–	0.06%	111
2013 Q3	$103K	Hold	2,968	–	–	0.06%	114
2013 Q2	$96K	Buy	+2,968	New	+$96.2K	0.07%	111

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

JNBA Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $9.15K and leaving 7,507 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #114.

JNBA Financial Advisors first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.1M in Q3 2016. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

JNBA Financial Advisors held 7,507 shares of iShares Russell Mid-Cap ETF worth $828K as of Q2 2026.
JNBA Financial Advisors sold 87 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.15K.
iShares Russell Mid-Cap ETF made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #114 holding.
JNBA Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.1M in Q3 2016.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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