Jones Financial Companies’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65B | Buy |
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|
2025
Q1 | $3.12B | Buy |
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|
2024
Q4 | $3.14B | Buy |
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|
2024
Q3 | $2.91B | Buy |
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|
2024
Q2 | $2.64B | Buy |
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|
2024
Q1 | $2.47B | Buy |
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|
2023
Q4 | $2.2B | Buy |
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|
2023
Q3 | $1.92B | Buy |
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|
2023
Q2 | $1.95B | Buy |
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|
2023
Q1 | $1.75B | Buy |
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|
2022
Q4 | $1.58B | Buy |
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|
2022
Q3 | $1.46B | Buy |
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|
2022
Q2 | $1.54B | Buy |
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|
2022
Q1 | $1.67B | Buy |
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|
2021
Q4 | $1.61B | Buy |
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|
2021
Q3 | $1.48B | Buy |
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|
2021
Q2 | $1.38B | Buy |
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|
2021
Q1 | $1.22B | Sell |
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|
2020
Q4 | $1.36B | Buy |
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|
2020
Q3 | $1.16B | Sell |
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|
2020
Q2 | $1.09B | Sell |
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|
2020
Q1 | $960M | Buy |
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|
2019
Q4 | $1.16B | Buy |
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|
2019
Q3 | $1.01B | Buy |
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|
2019
Q2 | $957M | Buy |
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|
2019
Q1 | $879M | Buy |
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|
2018
Q4 | $729M | Buy |
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|
2018
Q3 | $806M | Buy |
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|
2018
Q2 | $705M | Buy |
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|
2018
Q1 | $626M | Buy |
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|
2017
Q4 | $552M | Buy |
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|
2017
Q3 | $444M | Buy |
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|
2017
Q2 | $354M | Buy |
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|
2017
Q1 | $263M | Buy |
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|
2016
Q4 | $179M | Buy |
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|
2016
Q3 | $81.9M | Buy |
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|
2016
Q2 | $14.2M | Buy |
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|
2016
Q1 | $6.54M | Sell |
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|
2015
Q4 | $6.58M | Sell |
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|
2015
Q3 | $6.3M | Buy |
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|
2015
Q2 | $6.76M | Sell |
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|
2015
Q1 | $6.8M | Buy |
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|
2014
Q4 | $6.69M | Buy |
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|
2014
Q3 | $6.39M | Buy |
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|
2014
Q2 | $6.23M | Sell |
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|
2014
Q1 | $5.96M | Buy |
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|
2013
Q4 | $5.81M | Buy |
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|
2013
Q3 | $5.26M | Buy |
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|
2013
Q2 | $4.97M | Buy |
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