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IUSV
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 7.7M shares of IUSV (ISHARES TR), worth $768.3M as of 2026-Q1. The position was increased (+19.2% shares). IUSV represents 0.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$768.3M

Current Shares

7.7M

Total Value Change

+$459.5M

Total Shares Change

+4.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.7M
+19.2%
$768.3M0.4%$106.53
45
2025-Q4
Increased
6.4M
+4.7%
$658.1M0.4%$103.32
40
2025-Q3
Increased
6.1M
+7.6%
$609.9M0.4%$99.13
41
2025-Q2
Increased
5.7M
+17.9%
$536.8M0.4%$93.26
44
2025-Q1
Increased
4.8M
+12.2%
$441.7M0.4%$90.08
42
2024-Q4
Increased
4.3M
+10.9%
$398.8M0.4%$90.79
41
2024-Q3
Increased
3.9M
+10.8%
$369.5M0.4%$92.83
41
2024-Q2
Increased
3.5M
+14.1%
$308.8M0.4%$85.47
42

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

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