iShares Russell 3000 Index shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $93k | 240 | 387.22 |
| 2025-09-30 | $91k | 240 | 379.30 |
| 2025-06-30 | $84k | 240 | 351.33 |
| 2025-03-31 | $61k | 193 | 318.01 |
| 2024-12-31 | $41k | 123 | 334.86 |
| 2024-09-30 | $40k | 123 | 327.33 |
| 2024-06-30 | $38k | 123 | 309.24 |
| 2024-03-31 | $37k | 123 | 300.63 |
| 2023-12-31 | $34k | 123 | 274.24 |
| 2023-09-30 | $30k | 123 | 245.51 |
| 2023-06-30 | $31k | 123 | 254.95 |
| 2023-03-31 | $29k | 123 | 235.85 |
| 2022-12-31 | $32k | 146 | 221.02 |
| 2022-09-30 | $30k | 146 | 205.48 |
| 2022-06-30 | $32k | 146 | 219.18 |
| 2022-03-31 | $38k | 146 | 260.27 |
| 2021-12-31 | $41k | 146 | 280.82 |
| 2021-09-30 | $37k | 146 | 253.42 |
| 2021-06-30 | $37k | 146 | 253.42 |
| 2021-03-31 | $35k | 146 | 239.73 |
| 2020-12-31 | $33k | 146 | 226.03 |
| 2020-09-30 | $38k | 194 | 195.88 |
| 2020-06-30 | $35k | 194 | 180.41 |
| 2020-03-31 | $29k | 194 | 149.48 |
| 2019-12-31 | $44k | 235 | 187.23 |
| 2019-09-30 | $88k | 504 | 174.60 |
| 2019-06-30 | $112k | 647 | 173.11 |
| 2019-03-31 | $108k | 647 | 166.92 |
| 2018-12-31 | $95k | 647 | 146.83 |
| 2018-06-30 | $105k | 647 | 162.29 |
| 2018-03-31 | $647k | 647 | 1000.00 |
| 2017-12-31 | $132k | 836 | 157.89 |
| 2017-09-30 | $132k | 884 | 149.32 |
| 2017-06-30 | $127k | 884 | 143.67 |
| 2017-03-31 | $124k | 884 | 140.27 |
| 2016-12-31 | $140k | 1.1k | 133.33 |
| 2016-06-30 | $225k | 1.8k | 124.04 |
| 2016-03-31 | $219k | 1.8k | 120.73 |
| 2015-12-31 | $250k | 2.1k | 120.19 |
| 2015-09-30 | $237k | 2.1k | 113.94 |
| 2015-06-30 | $283k | 2.3k | 123.85 |
| 2015-03-31 | $302k | 2.4k | 124.02 |
| 2014-12-31 | $308k | 2.5k | 122.32 |
| 2014-09-30 | $294k | 2.5k | 116.76 |
| 2014-06-30 | $296k | 2.5k | 117.55 |
| 2014-03-31 | $283k | 2.5k | 112.39 |
| 2013-12-31 | $279k | 2.5k | 110.80 |
| 2013-09-30 | $255k | 2.5k | 101.27 |
| 2013-06-30 | $243k | 2.5k | 96.51 |
| 2013-03-31 | $235k | 2.5k | 93.33 |
| 2012-12-31 | $213k | 2.5k | 84.59 |