Jones Financial Companies’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7M | Buy |
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|
2025
Q1 | $26.9M | Sell |
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|
2024
Q4 | $37.7M | Buy |
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|
2024
Q3 | $35.2M | Buy |
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|
2024
Q2 | $31.4M | Sell |
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|
2024
Q1 | $37.2M | Sell |
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|
2023
Q4 | $34M | Sell |
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|
2023
Q3 | $31.4M | Sell |
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|
2023
Q2 | $33.1M | Sell |
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|
2023
Q1 | $30.9M | Sell |
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|
2022
Q4 | $29.6M | Sell |
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|
2022
Q3 | $28.8M | Sell |
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|
2022
Q2 | $31.9M | Sell |
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|
2022
Q1 | $46.5M | Sell |
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|
2021
Q4 | $108M | Sell |
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|
2021
Q3 | $105M | Sell |
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|
2021
Q2 | $104M | Sell |
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|
2021
Q1 | $100M | Sell |
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|
2020
Q4 | $153M | Sell |
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|
2020
Q3 | $146M | Sell |
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|
2020
Q2 | $137M | Sell |
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|
2020
Q1 | $120M | Buy |
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|
2019
Q4 | $155M | Sell |
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|
2019
Q3 | $146M | Sell |
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|
2019
Q2 | $152M | Sell |
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|
2019
Q1 | $155M | Sell |
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|
2018
Q4 | $142M | Sell |
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|
2018
Q3 | $175M | Sell |
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|
2018
Q2 | $215M | Sell |
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|
2018
Q1 | $219M | Sell |
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|
2017
Q4 | $231M | Sell |
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|
2017
Q3 | $227M | Sell |
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|
2017
Q2 | $226M | Buy |
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|
2017
Q1 | $108M | Buy |
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|
2016
Q4 | $3.81M | Buy |
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|
2016
Q3 | $3.63M | Sell |
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|
2016
Q2 | $3.6M | Buy |
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|
2016
Q1 | $3.07M | Buy |
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|
2015
Q4 | $2.96M | Buy |
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|
2015
Q3 | $2.64M | Buy |
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|
2015
Q2 | $2.86M | Sell |
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|
2015
Q1 | $2.88M | Buy |
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|
2014
Q4 | $2.78M | Sell |
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|
2014
Q3 | $2.76M | Buy |
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|
2014
Q2 | $2.62M | Buy |
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|
2014
Q1 | $2.46M | Buy |
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|
2013
Q4 | $2.26M | Sell |
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|
2013
Q3 | $2.24M | Buy |
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|
2013
Q2 | $2.11M | Buy |
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