Jones Financial Companies’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
13,264
+2,654
| +25% | +$223K | ﹤0.01% | 966 |
|
|
2025
Q1 | $863K | Buy |
10,610
+6,783
| +177% | +$552K | ﹤0.01% | 920 |
|
|
2024
Q4 | $302K | Buy |
3,827
+3,016
| +372% | +$238K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $65.7K | Buy |
811
+773
| +2,034% | +$62.6K | ﹤0.01% | 1540 |
|
|
2024
Q2 | $2.84K | Hold |
38
| – | – | ﹤0.01% | 2075 |
|
|
2024
Q1 | $2.9K | Buy |
+38
| New | +$2.9K | ﹤0.01% | 1230 |
|