Jones Financial Companies’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
93,449
+16,720
| +22% | +$4.77M | 0.02% | 213 |
|
|
2025
Q1 | $19.8M | Buy |
76,729
+13,071
| +21% | +$3.37M | 0.02% | 212 |
|
|
2024
Q4 | $18.3M | Buy |
63,658
+6,653
| +12% | +$1.91M | 0.02% | 184 |
|
|
2024
Q3 | $16.2M | Buy |
57,005
+8,921
| +19% | +$2.53M | 0.02% | 158 |
|
|
2024
Q2 | $12.6M | Buy |
48,084
+13,398
| +39% | +$3.52M | 0.01% | 130 |
|
|
2024
Q1 | $9.39M | Buy |
34,686
+956
| +3% | +$259K | 0.01% | 118 |
|
|
2023
Q4 | $8.51M | Buy |
33,730
+1,926
| +6% | +$486K | 0.01% | 113 |
|
|
2023
Q3 | $7.13M | Buy |
31,804
+622
| +2% | +$139K | 0.01% | 112 |
|
|
2023
Q2 | $7.57M | Buy |
31,182
+395
| +1% | +$95.9K | 0.01% | 111 |
|
|
2023
Q1 | $6.98M | Sell |
30,787
-100
| -0.3% | -$22.7K | 0.01% | 115 |
|
|
2022
Q4 | $6.63M | Buy |
30,887
+1,366
| +5% | +$293K | 0.01% | 119 |
|
|
2022
Q3 | $6.1M | Buy |
29,521
+200
| +0.7% | +$41.3K | 0.01% | 110 |
|
|
2022
Q2 | $6.26M | Buy |
29,321
+625
| +2% | +$133K | 0.01% | 107 |
|
|
2022
Q1 | $7.32M | Sell |
28,696
-464
| -2% | -$118K | 0.01% | 108 |
|
|
2021
Q4 | $8.55M | Buy |
29,160
+797
| +3% | +$234K | 0.01% | 102 |
|
|
2021
Q3 | $8.6M | Buy |
28,363
+2,654
| +10% | +$805K | 0.01% | 98 |
|
|
2021
Q2 | $8.03M | Buy |
25,709
+1,445
| +6% | +$451K | 0.01% | 103 |
|
|
2021
Q1 | $7.24M | Sell |
24,264
-1,602
| -6% | -$478K | 0.01% | 107 |
|
|
2020
Q4 | $7.42M | Sell |
25,866
-3,305
| -11% | -$948K | 0.01% | 105 |
|
|
2020
Q3 | $6.33M | Sell |
29,171
-2,820
| -9% | -$612K | 0.01% | 107 |
|
|
2020
Q2 | $6.39M | Sell |
31,991
-308
| -1% | -$61.5K | 0.01% | 103 |
|
|
2020
Q1 | $5.03M | Buy |
32,299
+4,718
| +17% | +$734K | 0.01% | 106 |
|
|
2019
Q4 | $5.91M | Buy |
27,581
+2,656
| +11% | +$569K | 0.01% | 103 |
|
|
2019
Q3 | $4.79M | Buy |
24,925
+896
| +4% | +$172K | 0.01% | 109 |
|
|
2019
Q2 | $4.83M | Buy |
24,029
+166
| +0.7% | +$33.3K | 0.01% | 111 |
|
|
2019
Q1 | $4.69M | Buy |
23,863
+624
| +3% | +$123K | 0.01% | 112 |
|
|
2018
Q4 | $3.87M | Sell |
23,239
-1,884
| -7% | -$313K | 0.01% | 109 |
|
|
2018
Q3 | $5.4M | Buy |
25,123
+1,659
| +7% | +$357K | 0.01% | 96 |
|
|
2018
Q2 | $4.79M | Buy |
23,464
+2,038
| +10% | +$416K | 0.01% | 99 |
|
|
2018
Q1 | $4.08M | Buy |
21,426
+663
| +3% | +$126K | 0.01% | 101 |
|
|
2017
Q4 | $3.88M | Buy |
20,763
+959
| +5% | +$179K | 0.01% | 103 |
|
|
2017
Q3 | $3.54M | Buy |
19,804
+897
| +5% | +$161K | 0.01% | 108 |
|
|
2017
Q2 | $3.19M | Buy |
18,907
+326
| +2% | +$55K | 0.01% | 113 |
|
|
2017
Q1 | $3M | Buy |
18,581
+1,607
| +9% | +$260K | 0.01% | 117 |
|
|
2016
Q4 | $2.61M | Sell |
16,974
-172
| -1% | -$26.5K | 0.01% | 120 |
|
|
2016
Q3 | $2.55M | Sell |
17,146
-1,671
| -9% | -$249K | 0.01% | 117 |
|
|
2016
Q2 | $2.58M | Buy |
18,817
+729
| +4% | +$100K | 0.01% | 118 |
|
|
2016
Q1 | $2.4M | Sell |
18,088
-97
| -0.5% | -$12.9K | 0.01% | 114 |
|
|
2015
Q4 | $2.53M | Buy |
18,185
+1,045
| +6% | +$146K | 0.02% | 112 |
|
|
2015
Q3 | $2.3M | Buy |
17,140
+2,372
| +16% | +$318K | 0.01% | 114 |
|
|
2015
Q2 | $2.28M | Buy |
14,768
+1,136
| +8% | +$176K | 0.01% | 117 |
|
|
2015
Q1 | $2.07M | Sell |
13,632
-445
| -3% | -$67.4K | 0.01% | 121 |
|
|
2014
Q4 | $2M | Sell |
14,077
-367
| -3% | -$52.2K | 0.01% | 126 |
|
|
2014
Q3 | $1.87M | Buy |
14,444
+604
| +4% | +$78.3K | 0.01% | 128 |
|
|
2014
Q2 | $1.92M | Buy |
13,840
+346
| +3% | +$47.9K | 0.01% | 124 |
|
|
2014
Q1 | $1.84M | Buy |
13,494
+585
| +5% | +$79.6K | 0.02% | 126 |
|
|
2013
Q4 | $1.75M | Sell |
12,909
-832
| -6% | -$113K | 0.02% | 126 |
|
|
2013
Q3 | $1.73M | Buy |
13,741
+870
| +7% | +$109K | 0.02% | 125 |
|
|
2013
Q2 | $1.44M | Buy |
+12,871
| New | +$1.44M | 0.02% | 125 |
|