Jones Financial Companies’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38B | Buy |
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|
2025
Q1 | $5.63B | Buy |
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|
2024
Q4 | $5.5B | Buy |
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|
2024
Q3 | $3.78B | Buy |
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|
2024
Q2 | $3.35B | Buy |
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|
2024
Q1 | $2.07B | Buy |
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|
2023
Q4 | $1.59B | Buy |
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|
2023
Q3 | $1.36B | Buy |
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|
2023
Q2 | $1.4B | Buy |
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|
2023
Q1 | $1.32B | Buy |
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|
2022
Q4 | $1.24B | Buy |
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|
2022
Q3 | $1.14B | Buy |
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|
2022
Q2 | $1.2B | Buy |
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|
2022
Q1 | $992M | Buy |
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|
2021
Q4 | $769M | Buy |
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|
2021
Q3 | $729M | Buy |
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|
2021
Q2 | $702M | Buy |
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|
2021
Q1 | $641M | Sell |
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|
2020
Q4 | $621M | Buy |
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|
2020
Q3 | $508M | Sell |
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|
2020
Q2 | $473M | Sell |
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|
2020
Q1 | $419M | Buy |
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|
2019
Q4 | $509M | Buy |
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|
2019
Q3 | $449M | Buy |
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|
2019
Q2 | $426M | Buy |
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|
2019
Q1 | $391M | Buy |
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|
2018
Q4 | $316M | Buy |
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|
2018
Q3 | $353M | Buy |
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|
2018
Q2 | $321M | Buy |
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|
2018
Q1 | $285M | Buy |
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|
2017
Q4 | $249M | Buy |
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|
2017
Q3 | $206M | Buy |
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|
2017
Q2 | $167M | Buy |
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|
2017
Q1 | $125M | Buy |
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|
2016
Q4 | $98.9M | Buy |
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|
2016
Q3 | $63.2M | Buy |
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|
2016
Q2 | $34.5M | Buy |
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|
2016
Q1 | $29.8M | Sell |
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|
2015
Q4 | $31.7M | Buy |
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|
2015
Q3 | $28.7M | Buy |
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|
2015
Q2 | $31.1M | Buy |
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|
2015
Q1 | $31M | Buy |
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|
2014
Q4 | $28.9M | Buy |
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|
2014
Q3 | $27M | Buy |
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|
2014
Q2 | $27.2M | Buy |
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|
2014
Q1 | $25.4M | Buy |
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|
2013
Q4 | $23.8M | Buy |
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|
2013
Q3 | $21.9M | Sell |
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|
2013
Q2 | $21.1M | Buy |
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