JNBA Financial Advisors »

iShares Russell 1000 Value Index shares owned by JNBA Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by JNBA Financial Advisors from 13F filings

Historical chart of JNBA Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 1.7k 179.11
2023-12-31 $278k 1.7k 165.25
2023-09-30 $271k 1.8k 151.82
2023-06-30 $302k 1.9k 157.83
2023-03-31 $291k 1.9k 152.26
2022-12-31 $290k 1.9k 151.65
2022-09-30 $283k 2.1k 135.86
2022-06-30 $321k 2.2k 145.05
2022-03-31 $371k 2.2k 165.77
2021-12-31 $396k 2.4k 167.80
2021-09-30 $369k 2.4k 156.36
2021-06-30 $338k 2.1k 158.46
2021-03-31 $323k 2.1k 151.43
2020-12-31 $292k 2.1k 136.90
2020-09-30 $64k 545 117.43
2020-06-30 $61k 545 111.93
2020-03-31 $61k 616 99.03
2019-12-31 $84k 616 136.36
2019-09-30 $79k 616 128.25
2019-06-30 $78k 616 126.62
2019-03-31 $76k 616 123.38
2018-12-31 $76k 680 111.76
2018-06-30 $83k 680 122.06
2018-03-31 $680k 680 1000.00
2017-12-31 $85k 680 125.00
2017-09-30 $81k 680 119.12
2017-06-30 $79k 680 116.18
2017-03-31 $78k 680 114.71
2016-12-31 $100k 897 111.48
2016-09-30 $276k 2.6k 105.67
2016-06-30 $93k 897 103.68
2016-03-31 $89k 897 99.22
2015-12-31 $88k 897 98.10
2015-09-30 $84k 897 93.65
2015-06-30 $94k 907 103.64
2015-03-31 $93k 907 102.54
2014-12-31 $95k 907 104.74
2014-09-30 $91k 907 100.33
2014-06-30 $92k 907 101.43
2014-03-31 $88k 907 97.02
2013-12-31 $85k 907 93.72
2013-09-30 $78k 907 86.00
2013-06-30 $76k 907 83.79

More positions owned by JNBA Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
AFLAC Incorporated (AFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for JNBA Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index