JNBA Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Hold	240	–	–	0.01%	243
2026 Q1	$89K	Hold	240	–	–	0.01%	245
2025 Q4	$92.9K	Hold	240	–	–	0.01%	247
2025 Q3	$91K	Hold	240	–	–	0.01%	242
2025 Q2	$84.3K	Buy	240 +47	+24%	+$15.3K	0.01%	241
2025 Q1	$61.4K	Buy	193 +70	+57%	+$23.5K	0.01%	259
2024 Q4	$41.2K	Hold	123	–	–	﹤0.01%	306
2024 Q3	$40.3K	Hold	123	–	–	﹤0.01%	310
2024 Q2	$38K	Hold	123	–	–	﹤0.01%	317
2024 Q1	$37K	Hold	123	–	–	﹤0.01%	321
2023 Q4	$33.7K	Hold	123	–	–	﹤0.01%	328
2023 Q3	$30.2K	Hold	123	–	–	﹤0.01%	336
2023 Q2	$31.4K	Hold	123	–	–	﹤0.01%	338
2023 Q1	$29K	Sell	123 -23	-16%	-$5.31K	﹤0.01%	344
2022 Q4	$32.3K	Hold	146	–	–	﹤0.01%	320
2022 Q3	$30K	Hold	146	–	–	﹤0.01%	326
2022 Q2	$32K	Hold	146	–	–	﹤0.01%	331
2022 Q1	$38K	Hold	146	–	–	0.01%	320
2021 Q4	$41K	Hold	146	–	–	0.01%	330
2021 Q3	$37K	Hold	146	–	–	0.01%	330
2021 Q2	$37K	Hold	146	–	–	0.01%	321
2021 Q1	$35K	Hold	146	–	–	0.01%	324
2020 Q4	$33K	Sell	146 -48	-25%	-$10.1K	0.01%	303
2020 Q3	$38K	Hold	194	–	–	0.01%	268
2020 Q2	$35K	Hold	194	–	–	0.01%	267
2020 Q1	$29K	Sell	194 -41	-17%	-$7.29K	0.01%	273
2019 Q4	$44K	Sell	235 -269	-53%	-$48.5K	0.01%	262
2019 Q3	$88K	Sell	504 -143	-22%	-$24.8K	0.02%	179
2019 Q2	$112K	Hold	647	–	–	0.02%	176
2019 Q1	$108K	Hold	647	–	–	0.02%	175
2018 Q4	$95K	Buy	+647	New	+$103K	0.02%	163
2018 Q3	–	Sell	-647	Closed	-$105K	–	599
2018 Q2	$105K	Hold	647	–	–	0.02%	171
2018 Q1	$101K	Sell	647 -189	-23%	-$30.5K	0.02%	167
2017 Q4	$132K	Sell	836 -48	-5%	-$7.4K	0.03%	151
2017 Q3	$132K	Hold	884	–	–	0.03%	144
2017 Q2	$127K	Hold	884	–	–	0.03%	148
2017 Q1	$124K	Sell	884 -166	-16%	-$22.9K	0.03%	149
2016 Q4	$140K	Buy	+1,050	New	+$136K	0.03%	141
2016 Q3	–	Sell	-1,814	Closed	-$225K	–	1629
2016 Q2	$225K	Hold	1,814	–	–	0.06%	107
2016 Q1	$219K	Sell	1,814 -266	-13%	-$30.4K	0.08%	93
2015 Q4	$250K	Hold	2,080	–	–	0.1%	91
2015 Q3	$237K	Sell	2,080 -205	-9%	-$24.8K	0.1%	84
2015 Q2	$283K	Sell	2,285 -150	-6%	-$18.9K	0.11%	80
2015 Q1	$302K	Sell	2,435 -83	-3%	-$10.2K	0.12%	77
2014 Q4	$308K	Hold	2,518	–	–	0.12%	75
2014 Q3	$294K	Hold	2,518	–	–	0.13%	73
2014 Q2	$296K	Hold	2,518	–	–	0.14%	73
2014 Q1	$283K	Hold	2,518	–	–	0.15%	69
2013 Q4	$279K	Hold	2,518	–	–	0.15%	71
2013 Q3	$255K	Hold	2,518	–	–	0.16%	70
2013 Q2	$243K	Buy	+2,518	New	+$241K	0.17%	73

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

JNBA Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 240 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #243.

JNBA Financial Advisors first reported a position in IWV in Q2 2013 and has held it in 51 quarters since. The position peaked at $308K in Q4 2014. 345 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

JNBA Financial Advisors held 240 shares of iShares Russell 3000 ETF worth $102K as of Q2 2026.
JNBA Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #243 holding.
JNBA Financial Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 51 quarters since.
JNBA Financial Advisors's iShares Russell 3000 ETF position peaked at $308K in Q4 2014.
345 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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