JNBA Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8K | Hold |
339
| – | – | ﹤0.01% | 305 |
|
|
2025
Q1 | $42.7K | Hold |
339
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $43.8K | Buy |
+339
| New | +$43.8K | ﹤0.01% | 301 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$966 | – | 667 |
|
|
2024
Q2 | $966 | Buy |
+8
| New | +$966 | ﹤0.01% | 608 |
|
|
2018
Q4 | – | Sell |
-1,303
| Closed | -$118K | – | 632 |
|
|
2018
Q3 | $118K | Buy |
+1,303
| New | +$118K | 0.05% | 166 |
|
|
2016
Q4 | – | Sell |
-2,980
| Closed | -$229K | – | 904 |
|
|
2016
Q3 | $229K | Buy |
+2,980
| New | +$229K | 0.03% | 199 |
|
|
2015
Q4 | – | Sell |
-231
| Closed | -$15K | – | 533 |
|
|
2015
Q3 | $15K | Hold |
231
| – | – | 0.01% | 310 |
|
|
2015
Q2 | $17K | Hold |
231
| – | – | 0.01% | 300 |
|
|
2015
Q1 | $17K | Hold |
231
| – | – | 0.01% | 307 |
|
|
2014
Q4 | $17K | Hold |
231
| – | – | 0.01% | 306 |
|
|
2014
Q3 | $16K | Hold |
231
| – | – | 0.01% | 311 |
|
|
2014
Q2 | $17K | Hold |
231
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $16K | Hold |
231
| – | – | 0.01% | 277 |
|
|
2013
Q4 | $15K | Hold |
231
| – | – | 0.01% | 280 |
|
|
2013
Q3 | $14K | Hold |
231
| – | – | 0.01% | 279 |
|
|
2013
Q2 | $13K | Buy |
+231
| New | +$13K | 0.01% | 239 |
|