Jones Financial Companies’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$49.4K	Buy	324 +49	+18%	+$7.46K	﹤0.01%	2230
2025 Q1	$37.6K	Hold	275	–	–	﹤0.01%	2175
2024 Q4	$39.8K	Buy	+275	New	+$39.8K	﹤0.01%	1965
2024 Q2	–	Sell	-40	Closed	-$5.09K	–	2435
2024 Q1	$5.09K	Buy	+40	New	+$5.09K	﹤0.01%	1169