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

JONES FINANCIAL COMPANIES LLLP holds 301,348 shares of IWN (ISHARES TR), worth $56.2M as of 2026-Q1. The position was increased (+8.9% shares). IWN represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$56.2M

Current Shares

301,348

Total Value Change

-$321.1M

Total Shares Change

-2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
301,348
+8.9%
$56.2M0.0%$196.06
32
2025-Q4
Increased
276,744
+2.5%
$50.1M0.0%$182.65
30
2025-Q3
Decreased
270,078
-87.8%
$47.7M0.0%$175.55
0
2025-Q2
Increased
2.2M
+7.6%
$349.7M0.3%$156.06
40
2025-Q1
Decreased
2.1M
-24.5%
$311.6M0.3%$148.99
0
2024-Q4
Increased
2.7M
+5.6%
$448.1M0.4%$160.76
40
2024-Q3
Increased
2.6M
+4.3%
$430M0.4%$162.58
39
2024-Q2
Increased
2.5M
+5.6%
$377.3M0.4%$148.06
39

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

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