Jones Financial Companies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340M | Buy |
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|
2025
Q1 | $264M | Buy |
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|
2024
Q4 | $224M | Buy |
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|
2024
Q3 | $192M | Buy |
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|
2024
Q2 | $150M | Buy |
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|
2024
Q1 | $133M | Buy |
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|
2023
Q4 | $117M | Buy |
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|
2023
Q3 | $104M | Sell |
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|
2023
Q2 | $110M | Sell |
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|
2023
Q1 | $105M | Sell |
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|
2022
Q4 | $103M | Buy |
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|
2022
Q3 | $91.8M | Sell |
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|
2022
Q2 | $95.9M | Sell |
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|
2022
Q1 | $115M | Buy |
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|
2021
Q4 | $120M | Buy |
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|
2021
Q3 | $112M | Buy |
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|
2021
Q2 | $113M | Sell |
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|
2021
Q1 | $114M | Sell |
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|
2020
Q4 | $105M | Sell |
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|
2020
Q3 | $85.4M | Sell |
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|
2020
Q2 | $85.9M | Sell |
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|
2020
Q1 | $71.1M | Buy |
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|
2019
Q4 | $98.2M | Buy |
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|
2019
Q3 | $88.5M | Buy |
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|
2019
Q2 | $87.8M | Buy |
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|
2019
Q1 | $84M | Buy |
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|
2018
Q4 | $72M | Buy |
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|
2018
Q3 | $67.2M | Buy |
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|
2018
Q2 | $64M | Buy |
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|
2018
Q1 | $58.2M | Buy |
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|
2017
Q4 | $55.8M | Buy |
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|
2017
Q3 | $49.8M | Buy |
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|
2017
Q2 | $45.7M | Buy |
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|
2017
Q1 | $43.7M | Buy |
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|
2016
Q4 | $40.9M | Sell |
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|
2016
Q3 | $39.8M | Buy |
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|
2016
Q2 | $36.8M | Buy |
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|
2016
Q1 | $32.8M | Buy |
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|
2015
Q4 | $31.2M | Buy |
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|
2015
Q3 | $27.4M | Sell |
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|
2015
Q2 | $32.9M | Buy |
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|
2015
Q1 | $32.1M | Buy |
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|
2014
Q4 | $23.1M | Sell |
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|
2014
Q3 | $21.8M | Buy |
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|
2014
Q2 | $22.2M | Buy |
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|
2014
Q1 | $20.8M | Buy |
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|
2013
Q4 | $18.9M | Buy |
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|
2013
Q3 | $16.7M | Buy |
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|
2013
Q2 | $14.4M | Buy |
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