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

JONES FINANCIAL COMPANIES LLLP holds 31,297 shares of IYC (ISHARES TR), worth $3.1M as of 2026-Q2. The position was increased (+15.1% shares). IYC represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$3.1M

Current Shares

31,297

Total Value Change

+$2.8M

Total Shares Change

+27,697

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
31,297
+15.1%
$3.1M0.0%$101.10
30
2026-Q1
Increased
27,192
+30.0%
$2.6M0.0%$101.64
33
2025-Q4
Increased
20,921
+8.6%
$2.2M0.0%$103.79
28
2025-Q3
Increased
19,258
+28.8%
$2M0.0%$105.36
32
2025-Q2
Increased
14,949
+25.4%
$1.5M0.0%$99.33
31
2025-Q1
Increased
11,923
+67.7%
$1M0.0%$87.71
37
2024-Q4
Increased
7,110
+97.5%
$683,5360.0%$96.26
39
2024-Q3
Increased
3,600
+163.0%
$317,3320.0%$87.59
38

Other major holders of IYC: Steward Partners Investment Advisory, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, FIL Ltd, MORGAN STANLEY

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