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IWD
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 2.6M shares of IWD (ISHARES TR), worth $554.8M as of 2026-Q1. The position was increased (+75.2% shares). IWD represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$554.8M

Current Shares

2.6M

Total Value Change

-$508.2M

Total Shares Change

-3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
6.1M
-27.5%
$1.1B1.2%$169.57
0

Other major holders of IWD: BANK OF AMERICA CORP /DE/

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