Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

IVWIVW
Showing 8 of 31 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 3.2M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $423.8M as of 2026-Q2. The position was increased (+6.8% shares). IVW represents 0.2% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$423.8M

Current Shares

3.2M

Total Value Change

-$369.9M

Total Shares Change

-5.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.2M
+6.8%
$423.8M0.2%$137.53
40
2026-Q1
Increased
3M
+4.9%
$327.9M0.2%$118.67
39
2025-Q4
Increased
2.8M
+1.3%
$351.2M0.2%$124.16
38
2025-Q3
Increased
2.8M
+1.9%
$336.8M0.2%$120.03
38
2025-Q2
Decreased
2.8M
-38.6%
$302.2M0.2%$109.25
0
2025-Q1
Decreased
4.5M
-23.6%
$416.2M0.4%$92.24
0
2024-Q4
Decreased
5.9M
-29.3%
$597.8M0.6%$101.96
0
2024-Q3
Increased
8.3M
+4.6%
$793.7M0.8%$94.72
47

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used