Jones Financial Companies’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302M | Sell |
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|
2025
Q1 | $416M | Sell |
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|
2024
Q4 | $598M | Sell |
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|
2024
Q3 | $794M | Buy |
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|
2024
Q2 | $737M | Sell |
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|
2024
Q1 | $1.07B | Sell |
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|
2023
Q4 | $966M | Sell |
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|
2023
Q3 | $1.23B | Buy |
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|
2023
Q2 | $1.26B | Buy |
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|
2023
Q1 | $1.13B | Buy |
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|
2022
Q4 | $1.02B | Buy |
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|
2022
Q3 | $792M | Buy |
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|
2022
Q2 | $852M | Buy |
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|
2022
Q1 | $951M | Buy |
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|
2021
Q4 | $1.01B | Sell |
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|
2021
Q3 | $934M | Sell |
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|
2021
Q2 | $878M | Buy |
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|
2021
Q1 | $778M | Buy |
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|
2020
Q4 | $767M | Sell |
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|
2020
Q3 | $697M | Sell |
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|
2020
Q2 | $664M | Sell |
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|
2020
Q1 | $550M | Sell |
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|
2019
Q4 | $666M | Buy |
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|
2019
Q3 | $612M | Buy |
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|
2019
Q2 | $611M | Buy |
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|
2019
Q1 | $587M | Buy |
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|
2018
Q4 | $504M | Buy |
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|
2018
Q3 | $594M | Buy |
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|
2018
Q2 | $544M | Buy |
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|
2018
Q1 | $480M | Buy |
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|
2017
Q4 | $472M | Buy |
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|
2017
Q3 | $439M | Buy |
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|
2017
Q2 | $412M | Buy |
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|
2017
Q1 | $386M | Buy |
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|
2016
Q4 | $350M | Buy |
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|
2016
Q3 | $331M | Buy |
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|
2016
Q2 | $311M | Sell |
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|
2016
Q1 | $316M | Buy |
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|
2015
Q4 | $307M | Sell |
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|
2015
Q3 | $287M | Buy |
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|
2015
Q2 | $298M | Buy |
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|
2015
Q1 | $289M | Buy |
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|
2014
Q4 | $267M | Buy |
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|
2014
Q3 | $229M | Buy |
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|
2014
Q2 | $218M | Buy |
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|
2014
Q1 | $199M | Buy |
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|
2013
Q4 | $189M | Buy |
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|
2013
Q3 | $167M | Buy |
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|
2013
Q2 | $150M | Buy |
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