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IWBIWB
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES RUSSELL 1000 ETF

JONES FINANCIAL COMPANIES LLLP holds 8.7M shares of IWB (ISHARES RUSSELL 1000 ETF), worth $3.5B as of 2026-Q2. The position was decreased (-16.7% shares). IWB represents 1.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$3.5B

Current Shares

8.7M

Total Value Change

+$2.8B

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8.7M
-16.7%
$3.5B1.4%$409.50
0
2026-Q1
Decreased
10.5M
-9.7%
$3.6B1.7%$355.82
0
2025-Q4
Increased
11.6M
+2.9%
$4.3B2.6%$371.78
56
2025-Q3
Increased
11.3M
+4.0%
$4.1B2.8%$362.79
57
2025-Q2
Increased
10.8M
+5.7%
$3.7B2.8%$336.17
58
2025-Q1
Increased
10.2M
+5.1%
$3.1B2.8%$302.90
58
2024-Q4
Increased
9.7M
+5.0%
$3.1B3.0%$317.28
58
2024-Q3
Increased
9.3M
+4.6%
$2.9B3.0%$308.68
57
2024-Q2
Increased
8.9M
+3.7%
$2.6B3.1%$292.44
61
2024-Q1
Increased
8.6M
+2.1%
$2.5B3.4%$282.39
60
2023-Q4
Increased
8.4M
+2.8%
$2.2B3.3%$256.35
60
2023-Q3
Increased
8.2M
+2.0%
$1.9B3.1%$228.76
60
2023-Q2
Increased
8M
+2.8%
$1.9B3.1%$235.31
60
2023-Q1
Increased
7.8M
+3.6%
$1.8B2.9%$216.85
57
2022-Q4
Increased
7.5M
+1.6%
$1.6B2.7%$202.82
55
2022-Q3
Increased
7.4M
+3.1%
$1.5B2.7%$188.47
56
2022-Q2
Increased
7.2M
+7.5%
$1.5B2.6%$197.48
59
2022-Q1
Increased
6.7M
+9.8%
$1.7B2.5%$237.05
60
2021-Q4
Increased
6.1M
+2.8%
$1.6B2.3%$249.88
56
2021-Q3
Increased
5.9M
+3.6%
$1.5B2.2%$227.73
57
2021-Q2
Increased
5.7M
+5.0%
$1.4B2.1%$227.32
58
2021-Q1
Decreased
5.4M
-15.3%
$1.2B2.0%$209.70
0
2020-Q4
Increased
6.4M
+1.9%
$1.4B2.5%$197.82
56
2020-Q3
Decreased
6.3M
-3.8%
$1.2B2.4%$174.10
0
2020-Q2
Decreased
6.5M
-4.8%
$1.1B2.4%$159.05
0
2020-Q1
Increased
6.9M
+6.0%
$959.6M2.3%$130.65
58
2019-Q4
Increased
6.5M
+5.0%
$1.2B2.3%$164.14
58
2019-Q3
Increased
6.2M
+5.0%
$1B2.2%$150.21
58
2019-Q2
Increased
5.9M
+5.2%
$957.1M2.1%$148.75
58
2019-Q1
Increased
5.6M
+5.2%
$879.2M2.0%$142.96
57
2018-Q4
New
5.3M
-
$729.2M1.8%$124.29
72

Other major holders of IWB: BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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