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IUSVIUSV
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES CORE S&P U.S. VALUE

JONES FINANCIAL COMPANIES LLLP holds 8.1M shares of IUSV (ISHARES CORE S&P U.S. VALUE), worth $889.9M as of 2026-Q2. The position was increased (+5.9% shares). IUSV represents 0.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$889.9M

Current Shares

8.1M

Total Value Change

+$806.6M

Total Shares Change

+6.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.1M
+5.9%
$889.9M0.4%$110.15
40
2026-Q1
Increased
7.7M
+19.2%
$768.3M0.4%$101.84
45
2025-Q4
Increased
6.4M
+4.7%
$658.1M0.4%$101.73
40
2025-Q3
Increased
6.1M
+7.6%
$609.9M0.4%$98.64
41
2025-Q2
Increased
5.7M
+17.9%
$536.8M0.4%$92.94
44
2025-Q1
Increased
4.8M
+12.2%
$441.7M0.4%$90.22
42
2024-Q4
Increased
4.3M
+10.9%
$398.8M0.4%$90.15
41
2024-Q3
Increased
3.9M
+10.8%
$369.5M0.4%$92.45
41
2024-Q2
Increased
3.5M
+14.1%
$308.8M0.4%$85.47
42
2024-Q1
Increased
3.1M
+12.5%
$277.8M0.4%$87.30
41
2023-Q4
Increased
2.7M
+14.5%
$230.2M0.3%$81.00
42
2023-Q3
Increased
2.4M
+14.3%
$177.9M0.3%$71.32
42
2023-Q2
Increased
2.1M
+18.2%
$163.3M0.3%$73.78
43
2023-Q1
Increased
1.8M
+4.9%
$130.2M0.2%$69.31
38
2022-Q4
Increased
1.7M
+6.9%
$118.8M0.2%$66.54
39
2022-Q3
Increased
1.6M
+73.8%
$98.5M0.2%$58.17
54
2022-Q2
Decreased
905,547
-0.7%
$61.7M0.1%$61.70
0
2022-Q1
Decreased
911,604
-3.7%
$69.5M0.1%$69.70
0
2021-Q4
Decreased
946,439
-2.5%
$72.3M0.1%$69.79
0
2021-Q3
Decreased
971,125
-1.8%
$70.3M0.1%$64.46
0
2021-Q2
Decreased
988,847
-4.5%
$71.6M0.1%$65.06
0
2021-Q1
Decreased
1M
-2.3%
$71.8M0.1%$62.06
0
2020-Q4
Decreased
1.1M
-3.8%
$65.9M0.1%$55.73
0
2020-Q3
Decreased
1.1M
-0.4%
$58.7M0.1%$48.34
0
2020-Q2
Decreased
1.1M
-2.8%
$56.2M0.1%$46.17
0
2020-Q1
Increased
1.1M
+3.2%
$52.2M0.1%$40.59
36
2019-Q4
Decreased
1.1M
-6.9%
$69.5M0.1%$55.14
0
2019-Q3
Decreased
1.2M
-10.8%
$68.1M0.2%$50.13
0
2019-Q2
Decreased
1.3M
-13.1%
$75.2M0.2%$49.12
0
2019-Q1
Decreased
1.5M
-10.7%
$83.8M0.2%$47.26
0
2018-Q4
New
1.7M
-
$83.3M0.2%$41.73
49

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

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