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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 1.7k 189.80
2024-06-30 $293k 1.7k 174.47
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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
AFLAC Incorporated (AFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for JNBA Financial Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index