Jones Financial Companies’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394M | Sell |
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|
2025
Q1 | $472M | Sell |
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|
2024
Q4 | $738M | Sell |
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|
2024
Q3 | $1.17B | Buy |
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|
2024
Q2 | $1.06B | Sell |
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|
2024
Q1 | $1.5B | Sell |
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|
2023
Q4 | $1.45B | Buy |
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|
2023
Q3 | $1.33B | Buy |
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|
2023
Q2 | $1.37B | Buy |
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|
2023
Q1 | $1.3B | Buy |
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|
2022
Q4 | $1.29B | Sell |
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|
2022
Q3 | $1.47B | Buy |
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|
2022
Q2 | $1.61B | Sell |
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|
2022
Q1 | $1.91B | Sell |
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|
2021
Q4 | $2.06B | Buy |
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|
2021
Q3 | $1.95B | Buy |
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|
2021
Q2 | $1.94B | Sell |
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|
2021
Q1 | $1.87B | Sell |
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|
2020
Q4 | $1.74B | Sell |
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|
2020
Q3 | $1.51B | Sell |
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|
2020
Q2 | $1.46B | Sell |
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|
2020
Q1 | $1.32B | Buy |
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|
2019
Q4 | $1.73B | Buy |
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|
2019
Q3 | $1.58B | Sell |
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|
2019
Q2 | $1.6B | Sell |
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|
2019
Q1 | $1.57B | Sell |
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|
2018
Q4 | $1.42B | Sell |
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|
2018
Q3 | $1.65B | Sell |
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|
2018
Q2 | $1.63B | Sell |
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|
2018
Q1 | $1.65B | Buy |
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|
2017
Q4 | $1.7B | Buy |
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|
2017
Q3 | $1.62B | Buy |
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|
2017
Q2 | $1.58B | Buy |
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|
2017
Q1 | $1.55B | Buy |
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|
2016
Q4 | $1.32B | Sell |
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|
2016
Q3 | $1.27B | Sell |
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|
2016
Q2 | $1.29B | Buy |
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|
2016
Q1 | $1.2B | Buy |
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|
2015
Q4 | $1.13B | Buy |
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|
2015
Q3 | $1.04B | Buy |
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|
2015
Q2 | $1.08B | Buy |
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|
2015
Q1 | $1.02B | Buy |
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|
2014
Q4 | $993M | Buy |
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|
2014
Q3 | $917M | Buy |
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|
2014
Q2 | $883M | Buy |
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|
2014
Q1 | $797M | Buy |
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|
2013
Q4 | $727M | Buy |
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|
2013
Q3 | $629M | Buy |
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|
2013
Q2 | $565M | Buy |
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