Jones Financial Companies’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
161,525
+32,747
| +25% | +$5.63M | 0.02% | 211 |
|
|
2025
Q1 | $18.1M | Buy |
128,778
+25,848
| +25% | +$3.64M | 0.02% | 220 |
|
|
2024
Q4 | $16.4M | Buy |
102,930
+32,349
| +46% | +$5.16M | 0.02% | 196 |
|
|
2024
Q3 | $10.7M | Buy |
70,581
+29,391
| +71% | +$4.44M | 0.01% | 199 |
|
|
2024
Q2 | $6.2M | Buy |
41,190
+31,486
| +324% | +$4.74M | 0.01% | 188 |
|
|
2024
Q1 | $1.31M | Buy |
9,704
+9,644
| +16,073% | +$1.3M | ﹤0.01% | 232 |
|
|
2023
Q4 | $7.37K | Buy |
+60
| New | +$7.37K | ﹤0.01% | 715 |
|
|
2023
Q3 | – | Sell |
-643
| Closed | -$70K | – | 704 |
|
|
2023
Q2 | $70K | Buy |
+643
| New | +$70K | ﹤0.01% | 339 |
|
|
2022
Q1 | – | Sell |
-408
| Closed | -$47K | – | 769 |
|
|
2021
Q4 | $47K | Hold |
408
| – | – | ﹤0.01% | 369 |
|
|
2021
Q3 | $41K | Buy |
+408
| New | +$41K | ﹤0.01% | 344 |
|