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IWMIWM
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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES RUSSELL 2000 ETF ETF

JONES FINANCIAL COMPANIES LLLP holds 1.2M shares of IWM (ISHARES RUSSELL 2000 ETF ETF), 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%$300.45
38
2026-Q1
Increased
1.2M
+14.7%
$290.4M0.1%$259.24
42
2025-Q4
Increased
1M
+2.1%
$255.8M0.2%$248.03
38
2025-Q3
Decreased
1M
-78.9%
$245.7M0.2%$240.81
0
2025-Q2
Decreased
4.8M
-39.2%
$1B0.8%$214.15
0
2025-Q1
Decreased
7.9M
-6.2%
$1.6B1.4%$198.67
0
2024-Q4
Increased
8.4M
+4.4%
$1.9B1.8%$218.23
53
2024-Q3
Increased
8.1M
+3.6%
$1.8B1.8%$217.23
52

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

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