Jones Financial Companies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42B | Buy |
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|
2025
Q1 | $1.26B | Buy |
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|
2024
Q4 | $1.21B | Buy |
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|
2024
Q3 | $1.15B | Buy |
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|
2024
Q2 | $1B | Buy |
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|
2024
Q1 | $980M | Buy |
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|
2023
Q4 | $874M | Buy |
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|
2023
Q3 | $749M | Buy |
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|
2023
Q2 | $759M | Buy |
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|
2023
Q1 | $702M | Buy |
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|
2022
Q4 | $673M | Sell |
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|
2022
Q3 | $628M | Buy |
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|
2022
Q2 | $669M | Sell |
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|
2022
Q1 | $813M | Sell |
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|
2021
Q4 | $1.02B | Buy |
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|
2021
Q3 | $938M | Buy |
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|
2021
Q2 | $924M | Buy |
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|
2021
Q1 | $873M | Sell |
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|
2020
Q4 | $786M | Sell |
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|
2020
Q3 | $650M | Sell |
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|
2020
Q2 | $623M | Sell |
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|
2020
Q1 | $600M | Buy |
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|
2019
Q4 | $750M | Buy |
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|
2019
Q3 | $684M | Buy |
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|
2019
Q2 | $664M | Buy |
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|
2019
Q1 | $625M | Buy |
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|
2018
Q4 | $528M | Buy |
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|
2018
Q3 | $603M | Buy |
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|
2018
Q2 | $564M | Buy |
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|
2018
Q1 | $420M | Buy |
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|
2017
Q4 | $403M | Buy |
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|
2017
Q3 | $358M | Buy |
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|
2017
Q2 | $328M | Buy |
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|
2017
Q1 | $292M | Buy |
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|
2016
Q4 | $262M | Buy |
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|
2016
Q3 | $219M | Buy |
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|
2016
Q2 | $192M | Sell |
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|
2016
Q1 | $192M | Buy |
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|
2015
Q4 | $181M | Buy |
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|
2015
Q3 | $173M | Buy |
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|
2015
Q2 | $186M | Buy |
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|
2015
Q1 | $184M | Buy |
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|
2014
Q4 | $170M | Sell |
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|
2014
Q3 | $173M | Buy |
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|
2014
Q2 | $172M | Buy |
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|
2014
Q1 | $157M | Buy |
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|
2013
Q4 | $143M | Buy |
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|
2013
Q3 | $130M | Buy |
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|
2013
Q2 | $119M | Buy |
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