Question 1

How many shares of IWF does JONES FINANCIAL COMPANIES LLLP own?

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 4M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND).

Question 2

What is JONES FINANCIAL COMPANIES LLLP's IWF position worth?

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's IWF position is worth $473.9M.

Question 3

Is JONES FINANCIAL COMPANIES LLLP buying or selling IWF?

Accepted Answer

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP increased their IWF position (+250.8% change in shares).

Question 4

When did JONES FINANCIAL COMPANIES LLLP first buy IWF?

Accepted Answer

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in IWF in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4M	+250.8%	$473.9M	0.2%	$124.17	60
2026-Q1	Increased	1.1M	+118.6%	$468.5M	0.2%	$106.51	60
2025-Q4	Increased	518,976	+8.1%	$245.6M	0.1%	$118.12	40
2025-Q3	Increased	480,061	+10.0%	$223.2M	0.2%	$116.78	40
2025-Q2	Increased	436,446	+17.5%	$184.1M	0.1%	$105.75	43
2025-Q1	Increased	371,321	+20.5%	$133.9M	0.1%	$89.85	43
2024-Q4	Increased	308,063	+16.8%	$123.7M	0.1%	$99.82	42
2024-Q3	Increased	263,827	+17.6%	$98.6M	0.1%	$93.21	42