Question 1

Does Jones Financial Companies own IWV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Jones Financial Companies holds 117,905 shares of IWV (iShares Russell 3000 ETF), worth $49.2M.

Question 2

How many shares of IWV does Jones Financial Companies own?

Accepted Answer

As of its Q2 2026 13F, Jones Financial Companies holds 117,905 shares of IWV (iShares Russell 3000 ETF).

Question 3

What is Jones Financial Companies' IWV position worth?

Accepted Answer

As of its Q2 2026 13F, Jones Financial Companies' IWV position is worth $49.2M.

Question 4

Is Jones Financial Companies buying or selling IWV?

Accepted Answer

In Q2 2026, Jones Financial Companies increased its IWV position by 2,614 shares (+2.3%).

Question 5

When did Jones Financial Companies first buy IWV?

Accepted Answer

Jones Financial Companies already held IWV in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	117,905	+2.3%	$49.2M	0.0%	$425.42	30
2026-Q1	Increased	115,291	+11.4%	$41.7M	0.0%	$368.98	32
2025-Q4	Increased	103,513	+2.8%	$40M	0.0%	$384.32	30
2025-Q3	Increased	100,694	+4.3%	$37.9M	0.0%	$375.41	30
2025-Q2	Increased	96,571	+13.5%	$33.7M	0.0%	$346.86	33
2025-Q1	Decreased	85,094	-24.5%	$26.9M	0.0%	$313.07	0
2024-Q4	Increased	112,763	+4.3%	$37.7M	0.0%	$328.60	30
2024-Q3	Increased	108,064	+6.1%	$35.2M	0.0%	$320.27	31