Jones Financial Companies’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
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2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $16.4M | Buy |
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2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $6.2M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $7.37K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $70K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $41K | Buy |
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