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IWDIWD
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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

JONES FINANCIAL COMPANIES LLLP holds 2.7M shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $659.8M as of 2026-Q2. The position was increased (+2.9% shares). IWD represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$659.8M

Current Shares

2.7M

Total Value Change

-$509.3M

Total Shares Change

-3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+2.9%
$659.8M0.3%$242.43
39
2026-Q1
Increased
2.6M
+75.2%
$554.8M0.3%$222.27
57
2025-Q4
Increased
1.5M
+1.3%
$317M0.2%$211.94
37
2025-Q3
Decreased
1.5M
-26.9%
$302.1M0.2%$202.24
0
2025-Q2
Decreased
2M
-19.5%
$394M0.3%$191.58
0
2025-Q1
Decreased
2.5M
-36.5%
$471.6M0.4%$183.74
0
2024-Q4
Decreased
4M
-35.5%
$737.8M0.7%$181.36
0
2024-Q3
Increased
6.2M
+1.4%
$1.2B1.2%$184.97
51

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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