Jones Financial Companies’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04B | Sell |
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|
2025
Q1 | $1.59B | Sell |
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|
2024
Q4 | $1.87B | Buy |
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|
2024
Q3 | $1.78B | Buy |
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|
2024
Q2 | $1.58B | Buy |
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|
2024
Q1 | $1.58B | Buy |
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|
2023
Q4 | $1.47B | Buy |
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|
2023
Q3 | $1.26B | Buy |
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|
2023
Q2 | $1.3B | Buy |
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|
2023
Q1 | $1.23B | Buy |
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|
2022
Q4 | $1.18B | Buy |
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|
2022
Q3 | $1.1B | Buy |
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|
2022
Q2 | $1.14B | Buy |
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|
2022
Q1 | $1.05B | Buy |
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|
2021
Q4 | $1.04B | Buy |
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|
2021
Q3 | $1.03B | Buy |
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|
2021
Q2 | $1.06B | Sell |
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|
2021
Q1 | $1.01B | Sell |
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|
2020
Q4 | $961M | Sell |
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|
2020
Q3 | $754M | Sell |
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|
2020
Q2 | $729M | Sell |
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|
2020
Q1 | $835M | Buy |
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|
2019
Q4 | $1.08B | Buy |
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|
2019
Q3 | $958M | Buy |
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|
2019
Q2 | $962M | Buy |
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|
2019
Q1 | $923M | Buy |
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|
2018
Q4 | $782M | Buy |
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|
2018
Q3 | $957M | Sell |
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|
2018
Q2 | $965M | Sell |
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|
2018
Q1 | $1.06B | Buy |
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|
2017
Q4 | $1B | Buy |
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|
2017
Q3 | $922M | Buy |
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|
2017
Q2 | $813M | Buy |
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|
2017
Q1 | $730M | Buy |
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|
2016
Q4 | $643M | Buy |
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|
2016
Q3 | $534M | Buy |
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|
2016
Q2 | $460M | Buy |
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|
2016
Q1 | $90.2M | Buy |
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|
2015
Q4 | $89.2M | Buy |
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|
2015
Q3 | $82.4M | Buy |
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|
2015
Q2 | $92.6M | Buy |
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|
2015
Q1 | $89.3M | Buy |
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|
2014
Q4 | $80M | Buy |
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|
2014
Q3 | $70.4M | Buy |
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|
2014
Q2 | $73.6M | Buy |
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|
2014
Q1 | $68.9M | Buy |
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|
2013
Q4 | $65.8M | Buy |
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|
2013
Q3 | $59.9M | Buy |
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|
2013
Q2 | $52M | Buy |
|