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IVVIVV
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES CORE S&P 500 ETF

JONES FINANCIAL COMPANIES LLLP holds 19.4M shares of IVV (ISHARES CORE S&P 500 ETF), worth $14.2B as of 2026-Q2. The position was increased (+2.6% shares). IVV represents 5.7% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$14.2B

Current Shares

19.4M

Total Value Change

+$14.2B

Total Shares Change

+19.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19.4M
+2.6%
$14.2B5.7%$748.89
64
2026-Q1
Increased
18.9M
+3.1%
$12.1B5.8%$651.46
64
2025-Q4
Increased
18.3M
+6.7%
$12.6B7.7%$681.29
66
2025-Q3
Increased
17.2M
+3.6%
$11.4B7.8%$663.39
64
2025-Q2
Increased
16.6M
+16.2%
$10.3B7.8%$613.57
72
2025-Q1
Increased
14.3M
+18.5%
$8B7.1%$553.53
73
2024-Q4
Increased
12.1M
+4.1%
$7.1B6.7%$578.12
65
2024-Q3
Increased
11.6M
+5.2%
$6.6B6.8%$564.49
65
2024-Q2
Increased
11M
+223.3%
$6B7.0%$536.31
100
2024-Q1
Increased
3.4M
+1436.0%
$1.8B2.4%$513.70
88
2023-Q4
Increased
221,541
+2.6%
$105.8M0.2%$465.22
37
2023-Q3
Increased
215,924
+2.7%
$92.7M0.2%$416.59
37
2023-Q2
Increased
210,236
+2.4%
$93.7M0.1%$428.12
37
2023-Q1
Decreased
205,250
-2.6%
$84.4M0.1%$393.63
0
2022-Q4
Increased
210,846
+903.6%
$81M0.1%$368.33
57
2022-Q3
Increased
21,008
+5.7%
$7.5M0.0%$340.52
29
2022-Q2
Decreased
19,885
-6.5%
$7.5M0.0%$358.14
0
2022-Q1
Increased
21,272
+8.3%
$9.7M0.0%$427.21
30
2021-Q4
Increased
19,648
+6.8%
$9.4M0.0%$447.67
30
2021-Q3
Increased
18,393
+12.5%
$7.9M0.0%$403.05
31
2021-Q2
Decreased
16,352
-1.9%
$7M0.0%$400.69
0
2021-Q1
Increased
16,665
+23.7%
$6.6M0.0%$369.70
33
2020-Q4
Decreased
13,470
-3.8%
$5.1M0.0%$347.68
0
2020-Q3
Decreased
13,999
-9.6%
$4.7M0.0%$309.89
0
2020-Q2
Decreased
15,486
-1.1%
$4.8M0.0%$284.28
0
2020-Q1
Decreased
15,664
-15.9%
$4M0.0%$236.22
0
2019-Q4
Decreased
18,627
-19.7%
$6M0.0%$294.56
0
2019-Q3
Increased
23,195
+3.0%
$6.9M0.0%$269.53
28
2019-Q2
Increased
22,521
+1.1%
$6.6M0.0%$266.17
27
2019-Q1
Decreased
22,275
-6.2%
$6.3M0.0%$255.40
0
2018-Q4
New
23,742
-
$6M0.0%$222.89
38

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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