JNBA Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.3K | Hold |
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|
2025
Q2 | $44.8K | Hold |
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|
2025
Q1 | $42.7K | Hold |
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|
2024
Q4 | $43.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $966 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $118K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $17K | Hold |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $17K | Hold |
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|
2014
Q1 | $16K | Hold |
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|
2013
Q4 | $15K | Hold |
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|
2013
Q3 | $14K | Hold |
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|
2013
Q2 | $13K | Buy |
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