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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.4K	Hold	339	–	–	﹤0.01%	312
2025 Q4	$47.8K	Hold	339	–	–	﹤0.01%	316
2025 Q3	$47.3K	Hold	339	–	–	﹤0.01%	311
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	+$45.4K	﹤0.01%	301
2024 Q3	–	Sell	-8	Closed	-$966	–	667
2024 Q2	$966	Buy	+8	New	+$972	﹤0.01%	608
2018 Q4	–	Sell	-1,303	Closed	-$118K	–	631
2018 Q3	$118K	Buy	+1,303	New	+$118K	0.05%	166
2016 Q4	–	Sell	-2,980	Closed	-$229K	–	903
2016 Q3	$229K	Buy	+2,980	New	+$227K	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	+$13.4K	0.01%	239

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

JNBA Financial Advisors's IWS Position: Q1 2026 in Review

JNBA Financial Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 339 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

JNBA Financial Advisors first reported a position in IWS in Q2 2013 and has held it in 19 quarters since. The position peaked at $229K in Q3 2016. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

JNBA Financial Advisors held 339 shares of iShares Russell Mid-Cap Value ETF worth $49.4K as of Q1 2026.
JNBA Financial Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #312 holding.
JNBA Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 19 quarters since.
JNBA Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $229K in Q3 2016.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.