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IVV
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in iShares Trust CORE S&P500 ETF

JONES FINANCIAL COMPANIES LLLP holds 18.9M shares of IVV (iShares Trust CORE S&P500 ETF), worth $12.1B as of 2026-Q1. The position was increased (+3.1% shares). IVV represents 5.8% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$12.1B

Current Shares

18.9M

Total Value Change

+$6B

Total Shares Change

+7.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
18.9M
+3.1%
$12.1B5.8%$683.37
64
2025-Q4
Increased
18.3M
+6.7%
$12.6B7.7%$689.92
66
2025-Q3
Increased
17.2M
+3.6%
$11.4B7.8%$664.41
64
2025-Q2
Increased
16.6M
+16.2%
$10.3B7.8%$613.43
72
2025-Q1
Increased
14.3M
+18.5%
$8B7.1%$552.75
73
2024-Q4
Increased
12.1M
+4.1%
$7.1B6.7%$583.48
65
2024-Q3
Increased
11.6M
+5.2%
$6.6B6.8%$564.81
65
2024-Q2
Increased
11M
+223.3%
$6B7.0%$536.31
100

Other major holders of IVV: BlackRock, Inc.

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