Jones Financial Companies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251M | Buy |
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|
2025
Q1 | $221M | Buy |
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|
2024
Q4 | $200M | Buy |
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|
2024
Q3 | $173M | Buy |
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|
2024
Q2 | $130M | Buy |
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|
2024
Q1 | $114M | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $90.3M | Buy |
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|
2023
Q2 | $93.3M | Buy |
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|
2023
Q1 | $89.9M | Sell |
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|
2022
Q4 | $88.4M | Buy |
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|
2022
Q3 | $80.4M | Buy |
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|
2022
Q2 | $81.7M | Buy |
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|
2022
Q1 | $90.4M | Buy |
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|
2021
Q4 | $90.5M | Buy |
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|
2021
Q3 | $83.8M | Buy |
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|
2021
Q2 | $80.5M | Buy |
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|
2021
Q1 | $73.9M | Sell |
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|
2020
Q4 | $66.5M | Sell |
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|
2020
Q3 | $52M | Sell |
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|
2020
Q2 | $51.9M | Buy |
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|
2020
Q1 | $43M | Buy |
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|
2019
Q4 | $53.1M | Buy |
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|
2019
Q3 | $47.6M | Buy |
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|
2019
Q2 | $47.4M | Buy |
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|
2019
Q1 | $45.4M | Buy |
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|
2018
Q4 | $37.9M | Buy |
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|
2018
Q3 | $36.9M | Buy |
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|
2018
Q2 | $32.1M | Buy |
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|
2018
Q1 | $25.4M | Buy |
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|
2017
Q4 | $23.7M | Buy |
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|
2017
Q3 | $21.6M | Buy |
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|
2017
Q2 | $19M | Buy |
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|
2017
Q1 | $17.6M | Buy |
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|
2016
Q4 | $15.9M | Buy |
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|
2016
Q3 | $12.4M | Buy |
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|
2016
Q2 | $10.2M | Buy |
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|
2016
Q1 | $9.52M | Buy |
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|
2015
Q4 | $9.1M | Buy |
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|
2015
Q3 | $7.74M | Buy |
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|
2015
Q2 | $8.29M | Sell |
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|
2015
Q1 | $8.35M | Buy |
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|
2014
Q4 | $7.37M | Sell |
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|
2014
Q3 | $8.69M | Buy |
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|
2014
Q2 | $9.18M | Buy |
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|
2014
Q1 | $8.95M | Buy |
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|
2013
Q4 | $7.83M | Buy |
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|
2013
Q3 | $6.13M | Buy |
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|
2013
Q2 | $5.28M | Buy |
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