Jones Financial Companies’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3B | Buy |
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|
2025
Q1 | $7.97B | Buy |
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|
2024
Q4 | $7.09B | Buy |
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|
2024
Q3 | $6.64B | Buy |
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|
2024
Q2 | $6.02B | Buy |
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|
2024
Q1 | $1.79B | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $92.7M | Buy |
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|
2023
Q2 | $93.7M | Buy |
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|
2023
Q1 | $84.4M | Sell |
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|
2022
Q4 | $81M | Buy |
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|
2022
Q3 | $7.54M | Buy |
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|
2022
Q2 | $7.54M | Sell |
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|
2022
Q1 | $9.65M | Buy |
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|
2021
Q4 | $9.37M | Buy |
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|
2021
Q3 | $7.92M | Buy |
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|
2021
Q2 | $7.03M | Sell |
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $5.06M | Sell |
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|
2020
Q3 | $4.7M | Sell |
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|
2020
Q2 | $4.8M | Sell |
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|
2020
Q1 | $4.05M | Sell |
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|
2019
Q4 | $6.02M | Sell |
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|
2019
Q3 | $6.92M | Buy |
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|
2019
Q2 | $6.64M | Buy |
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|
2019
Q1 | $6.34M | Sell |
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|
2018
Q4 | $5.97M | Buy |
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|
2018
Q3 | $3.42M | Buy |
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|
2018
Q2 | $3.05M | Buy |
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|
2018
Q1 | $2.76M | Hold |
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|
2017
Q4 | $2.79M | Buy |
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|
2017
Q3 | $269K | Buy |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $223K | Sell |
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|
2016
Q4 | $376K | Buy |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $357K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $279K | Sell |
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|
2013
Q3 | $364K | Buy |
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|
2013
Q2 | $53K | Buy |
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