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IWVIWV
Showing 8 of 31 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES RUSSELL 3000 ETF

JONES FINANCIAL COMPANIES LLLP holds 117,905 shares of IWV (ISHARES RUSSELL 3000 ETF), worth $49.2M as of 2026-Q2. The position was increased (+2.3% shares). IWV represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$49.2M

Current Shares

117,905

Total Value Change

+$14M

Total Shares Change

+9,841

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
117,905
+2.3%
$49.2M0.0%$426.40
30
2026-Q1
Increased
115,291
+11.4%
$41.7M0.0%$387.33
32
2025-Q4
Increased
103,513
+2.8%
$40M0.0%$389.73
30
2025-Q3
Increased
100,694
+4.3%
$37.9M0.0%$376.62
30
2025-Q2
Increased
96,571
+13.5%
$33.7M0.0%$347.37
33
2025-Q1
Decreased
85,094
-24.5%
$26.9M0.0%$313.50
0
2024-Q4
Increased
112,763
+4.3%
$37.7M0.0%$332.13
30
2024-Q3
Increased
108,064
+6.1%
$35.2M0.0%$321.26
31

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

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