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IWDIWD
Showing 8 of 31 quarters

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

Yes. Jones Financial Companies holds 2,718,123 shares of IWD, worth $659.8M, as of its Q2 2026 13F filing. It increased the position by 76,970 shares (+2.9%) from Q1 2026. Jones Financial Companies has held IWD in every 13F on record since Q4 2018, 31 quarterly filings. IWD is 0.3% of Jones Financial Companies' reported 13F 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%$241.55
39
2026-Q1
Increased
2.6M
+75.2%
$554.8M0.3%$212.22
57
2025-Q4
Increased
1.5M
+1.3%
$317M0.2%$208.12
37
2025-Q3
Decreased
1.5M
-26.9%
$302.1M0.2%$200.48
0
2025-Q2
Decreased
2M
-19.5%
$394M0.3%$190.41
0
2025-Q1
Decreased
2.5M
-36.5%
$471.6M0.4%$183.64
0
2024-Q4
Decreased
4M
-35.5%
$737.8M0.7%$179.92
0
2024-Q3
Increased
6.2M
+1.4%
$1.2B1.2%$183.51
51

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

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