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

JONES FINANCIAL COMPANIES LLLP holds 1.2M shares of IWM (ISHARES TR), worth $363.5M as of 2026-Q2. The position was increased (+1.7% shares). IWM represents 0.1% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$363.5M

Current Shares

1.2M

Total Value Change

-$1.4B

Total Shares Change

-6.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+1.7%
$363.5M0.1%$299.67
38
2026-Q1
Increased
1.2M
+14.7%
$290.4M0.1%$246.77
42
2025-Q4
Increased
1M
+2.1%
$255.8M0.2%$244.50
38
2025-Q3
Decreased
1M
-78.9%
$245.7M0.2%$239.53
0
2025-Q2
Decreased
4.8M
-39.2%
$1B0.8%$213.02
0
2025-Q1
Decreased
7.9M
-6.2%
$1.6B1.4%$196.38
0
2024-Q4
Increased
8.4M
+4.4%
$1.9B1.8%$217.03
53
2024-Q3
Increased
8.1M
+3.6%
$1.8B1.8%$216.32
52

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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