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IJKIJK
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES S&P MID-CAP 400 GROW

JONES FINANCIAL COMPANIES LLLP holds 696,600 shares of IJK (ISHARES S&P MID-CAP 400 GROW), worth $80.4M as of 2026-Q2. The position was increased (+21.2% shares). IJK represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$80.4M

Current Shares

696,600

Total Value Change

+$69.3M

Total Shares Change

+638,034

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
696,600
+21.2%
$80.4M0.0%$117.50
36
2026-Q1
Increased
574,619
+34.9%
$56.8M0.0%$105.68
38
2025-Q4
Increased
426,115
+8.6%
$41.3M0.0%$97.97
32
2025-Q3
Increased
392,314
+8.9%
$37.7M0.0%$95.68
32
2025-Q2
Increased
360,082
+16.0%
$32.7M0.0%$90.51
33
2025-Q1
Increased
310,433
+13.8%
$25.8M0.0%$82.71
33
2024-Q4
Increased
272,844
+31.0%
$24.8M0.0%$90.44
36
2024-Q3
Increased
208,342
+20.4%
$19.1M0.0%$91.02
34
2024-Q2
Increased
172,965
+22.1%
$15.2M0.0%$87.10
34
2024-Q1
Increased
141,699
+0.8%
$12.9M0.0%$90.06
28
2023-Q4
Increased
140,559
+5.4%
$11.1M0.0%$78.06
29
2023-Q3
Decreased
133,351
-1.7%
$9.6M0.0%$70.94
0
2023-Q2
Decreased
135,718
-6.2%
$10.2M0.0%$72.84
0
2023-Q1
Decreased
144,691
-4.3%
$10.3M0.0%$68.70
0
2022-Q4
Decreased
151,116
-4.4%
$10.3M0.0%$66.49
0
2022-Q3
Decreased
158,113
-3.8%
$10M0.0%$61.55
0
2022-Q2
Decreased
164,427
-4.5%
$10.8M0.0%$62.33
0
2022-Q1
Decreased
172,242
-1.8%
$13.4M0.0%$75.88
0
2021-Q4
Increased
175,375
+0.7%
$15M0.0%$82.04
28
2021-Q3
Increased
174,140
+5.3%
$14.1M0.0%$77.06
30
2021-Q2
Decreased
165,330
-1.1%
$13.4M0.0%$77.88
0
2021-Q1
Decreased
167,096
-8.1%
$13.1M0.0%$74.64
0
2020-Q4
Increased
181,719
+270.6%
$13.1M0.0%$69.11
45
2020-Q3
Decreased
49,040
-11.3%
$11.5M0.0%$56.86
0
2020-Q2
Decreased
55,261
-10.7%
$12.1M0.0%$52.73
0
2020-Q1
Decreased
61,845
-1.1%
$10.9M0.0%$42.91
0
2019-Q4
Increased
62,536
+2.8%
$14.9M0.0%$56.48
29
2019-Q3
Increased
60,842
+1.4%
$13.6M0.0%$52.65
28
2019-Q2
Decreased
59,975
-0.7%
$13.6M0.0%$53.37
0
2019-Q1
Increased
60,404
+3.1%
$13.2M0.0%$51.54
29
2018-Q4
New
58,566
-
$11.1M0.0%$44.32
38

Other major holders of IJK: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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