Jones Financial Companies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719M | Buy |
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|
2025
Q1 | $572M | Buy |
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|
2024
Q4 | $575M | Buy |
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|
2024
Q3 | $516M | Buy |
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|
2024
Q2 | $465M | Buy |
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|
2024
Q1 | $458M | Buy |
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|
2023
Q4 | $409M | Buy |
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|
2023
Q3 | $350M | Buy |
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|
2023
Q2 | $362M | Buy |
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|
2023
Q1 | $334M | Buy |
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|
2022
Q4 | $303M | Buy |
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|
2022
Q3 | $275M | Buy |
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|
2022
Q2 | $284M | Buy |
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|
2022
Q1 | $319M | Buy |
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|
2021
Q4 | $352M | Buy |
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|
2021
Q3 | $353M | Buy |
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|
2021
Q2 | $337M | Buy |
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|
2021
Q1 | $295M | Sell |
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|
2020
Q4 | $308M | Sell |
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|
2020
Q3 | $263M | Sell |
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|
2020
Q2 | $259M | Sell |
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|
2020
Q1 | $204M | Buy |
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|
2019
Q4 | $257M | Buy |
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|
2019
Q3 | $236M | Sell |
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|
2019
Q2 | $240M | Buy |
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|
2019
Q1 | $228M | Buy |
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|
2018
Q4 | $188M | Buy |
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|
2018
Q3 | $223M | Buy |
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|
2018
Q2 | $207M | Sell |
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|
2018
Q1 | $211M | Buy |
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|
2017
Q4 | $204M | Buy |
|
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|
2017
Q3 | $188M | Buy |
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|
2017
Q2 | $175M | Buy |
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|
2017
Q1 | $160M | Buy |
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|
2016
Q4 | $147M | Buy |
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|
2016
Q3 | $138M | Buy |
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|
2016
Q2 | $130M | Sell |
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|
2016
Q1 | $163M | Buy |
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|
2015
Q4 | $157M | Buy |
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|
2015
Q3 | $148M | Buy |
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|
2015
Q2 | $159M | Buy |
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|
2015
Q1 | $156M | Buy |
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|
2014
Q4 | $141M | Buy |
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|
2014
Q3 | $128M | Buy |
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|
2014
Q2 | $124M | Buy |
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|
2014
Q1 | $114M | Buy |
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|
2013
Q4 | $108M | Buy |
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|
2013
Q3 | $97.6M | Buy |
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|
2013
Q2 | $86.4M | Buy |
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