Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 1.1M shares of IWF (ISHARES TR), worth $468.5M as of 2026-Q1. The position was increased (+118.6% shares). IWF represents 0.2% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$468.5M
Current Shares
1.1M
Total Value Change
+$386.7M
Total Shares Change
+910,039
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.1M |
+118.6% |
| $468.5M |
| 0.2% |
| $448.66 |
60 |
| 2025-Q4 | Increased | 518,976 | +8.1% | $245.6M | 0.1% | $476.95 | 40 |
| 2025-Q3 | Increased | 480,061 | +10.0% | $223.2M | 0.2% | $466.09 | 40 |
| 2025-Q2 | Increased | 436,446 | +17.5% | $184.1M | 0.1% | $420.88 | 43 |
| 2025-Q1 | Increased | 371,321 | +20.5% | $133.9M | 0.1% | $359.49 | 43 |
| 2024-Q4 | Increased | 308,063 | +16.8% | $123.7M | 0.1% | $403.59 | 42 |
| 2024-Q3 | Increased | 263,827 | +17.6% | $98.6M | 0.1% | $371.77 | 42 |
| 2024-Q2 | Increased | 224,271 | +10.9% | $81.7M | 0.1% | $362.15 | 33 |