Question 1

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

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 117,905 shares of IWV (ISHARES RUSSELL 3000 ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's IWV position is worth $49.2M.

Question 3

Is JONES FINANCIAL COMPANIES LLLP buying or selling IWV?

Accepted Answer

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP increased their IWV position (+2.3% change in shares).

Question 4

When did JONES FINANCIAL COMPANIES LLLP first buy IWV?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	117,905	+2.3%	$49.2M	0.0%	$426.40	30
2026-Q1	Increased	115,291	+11.4%	$41.7M	0.0%	$387.33	32
2025-Q4	Increased	103,513	+2.8%	$40M	0.0%	$389.73	30
2025-Q3	Increased	100,694	+4.3%	$37.9M	0.0%	$376.62	30
2025-Q2	Increased	96,571	+13.5%	$33.7M	0.0%	$347.37	33
2025-Q1	Decreased	85,094	-24.5%	$26.9M	0.0%	$313.50	0
2024-Q4	Increased	112,763	+4.3%	$37.7M	0.0%	$332.13	30
2024-Q3	Increased	108,064	+6.1%	$35.2M	0.0%	$321.26	31