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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$84.3K	Buy	240 +47	+24%	+$16.5K	0.01%	241
2025 Q1	$61.4K	Buy	193 +70	+57%	+$22.3K	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%	-$5.42K	﹤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%	-$10.8K	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%	-$6.13K	0.01%	273
2019 Q4	$44K	Sell	235 -269	-53%	-$50.4K	0.01%	262
2019 Q3	$88K	Sell	504 -143	-22%	-$25K	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	+$95K	0.02%	163
2018 Q3	–	Sell	-647	Closed	-$105K	–	601
2018 Q2	$105K	Hold	647	–	–	0.02%	171
2018 Q1	$101K	Sell	647 -189	-23%	-$29.5K	0.02%	167
2017 Q4	$132K	Sell	836 -48	-5%	-$7.58K	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%	-$23.3K	0.03%	149
2016 Q4	$140K	Buy	+1,050	New	+$140K	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%	-$32.1K	0.08%	93
2015 Q4	$250K	Hold	2,080	–	–	0.1%	91
2015 Q3	$237K	Sell	2,080 -205	-9%	-$23.4K	0.1%	84
2015 Q2	$283K	Sell	2,285 -150	-6%	-$18.6K	0.11%	80
2015 Q1	$302K	Sell	2,435 -83	-3%	-$10.3K	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	+$243K	0.17%	73