Jones Financial Companies’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537M | Buy |
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|
2025
Q1 | $442M | Buy |
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|
2024
Q4 | $399M | Buy |
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|
2024
Q3 | $370M | Buy |
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|
2024
Q2 | $309M | Buy |
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|
2024
Q1 | $278M | Buy |
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|
2023
Q4 | $230M | Buy |
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|
2023
Q3 | $178M | Buy |
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|
2023
Q2 | $163M | Buy |
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|
2023
Q1 | $130M | Buy |
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|
2022
Q4 | $119M | Buy |
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|
2022
Q3 | $98.5M | Buy |
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|
2022
Q2 | $61.7M | Sell |
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|
2022
Q1 | $69.5M | Sell |
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|
2021
Q4 | $72.3M | Sell |
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|
2021
Q3 | $70.3M | Sell |
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|
2021
Q2 | $71.6M | Sell |
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|
2021
Q1 | $71.8M | Sell |
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|
2020
Q4 | $65.9M | Sell |
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|
2020
Q3 | $58.7M | Sell |
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|
2020
Q2 | $56.2M | Sell |
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|
2020
Q1 | $52.2M | Buy |
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|
2019
Q4 | $69.5M | Sell |
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|
2019
Q3 | $68.1M | Sell |
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|
2019
Q2 | $75.2M | Sell |
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|
2019
Q1 | $83.8M | Sell |
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|
2018
Q4 | $83.3M | Sell |
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|
2018
Q3 | $100M | Sell |
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|
2018
Q2 | $98.5M | Buy |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $14.2M | Sell |
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|
2017
Q3 | $13.8M | Buy |
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|
2017
Q2 | $13.3M | Sell |
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|
2017
Q1 | $13.4M | Buy |
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|
2016
Q4 | $12.5M | Sell |
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|
2016
Q3 | $11.9M | Sell |
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|
2016
Q2 | $12M | Sell |
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|
2016
Q1 | $11.6M | Sell |
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|
2015
Q4 | $12.3M | Buy |
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|
2015
Q3 | $10.4M | Buy |
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|
2015
Q2 | $11.4M | Buy |
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|
2015
Q1 | $11.1M | Buy |
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|
2014
Q4 | $11.1M | Sell |
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|
2014
Q3 | $10.7M | Sell |
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|
2014
Q2 | $11.1M | Buy |
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|
2014
Q1 | $10.5M | Buy |
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|
2013
Q4 | $9.95M | Sell |
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|
2013
Q3 | $9.18M | Buy |
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|
2013
Q2 | $8.63M | Buy |
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