Jones Financial Companies
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Jones Financial Companies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24.1M Buy
98,312
+23,622
+32% +$5.78M 0.02% 226
2025
Q1
$15.7M Buy
74,690
+21,670
+41% +$4.56M 0.01% 243
2024
Q4
$12.5M Buy
53,020
+24,019
+83% +$5.65M 0.01% 228
2024
Q3
$6.34M Buy
29,001
+24,815
+593% +$5.43M 0.01% 265
2024
Q2
$898K Buy
4,186
+4,023
+2,468% +$863K ﹤0.01% 443
2024
Q1
$31.8K Buy
+163
New +$31.8K ﹤0.01% 812