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IWRIWR
Showing 8 of 31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES RUSSELL MIDCAP INDEX FUND

JONES FINANCIAL COMPANIES LLLP holds 99.7M shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND), worth $10.9B as of 2026-Q2. The position was increased (+7.2% shares). IWR represents 4.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$10.9B

Current Shares

99.7M

Total Value Change

+$7.1B

Total Shares Change

+56.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
99.7M
+7.2%
$10.9B4.4%$110.32
63
2026-Q1
Increased
93M
+17.8%
$8.9B4.3%$101.75
68
2025-Q4
Increased
78.9M
+4.8%
$7.6B4.6%$97.26
61
2025-Q3
Increased
75.3M
+8.1%
$7.2B4.9%$96.09
63
2025-Q2
Increased
69.7M
+4.8%
$6.4B4.8%$90.83
61
2025-Q1
Increased
66.5M
+6.9%
$5.6B5.0%$83.76
66
2024-Q4
Increased
62.2M
+44.7%
$5.5B5.2%$87.25
84
2024-Q3
Increased
43M
+4.2%
$3.8B3.9%$86.54
61

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

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