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MXIMXI
10 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 7,466 shares of MXI (ISHARES TR), worth $793,461 as of 2026-Q2. The position was increased (+75.8% shares). MXI represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$793,461

Current Shares

7,466

Total Value Change

+$756,106

Total Shares Change

+7,048

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,466
+75.8%
$793,4610.0%$105.84
37
2026-Q1
Increased
4,248
+103.5%
$433,4550.0%$111.25
39
2025-Q4
Increased
2,087
+41.8%
$201,7170.0%$97.48
31
2025-Q3
Decreased
1,472
-4.7%
$134,2010.0%$91.28
0
2025-Q2
Increased
1,545
+1.1%
$131,9140.0%$84.77
22
2025-Q1
Increased
1,528
+31.8%
$125,1690.0%$81.12
28
2024-Q4
Increased
1,159
+45.2%
$90,0690.0%$77.06
29
2024-Q3
Increased
798
+70.5%
$74,6420.0%$91.15
32
2024-Q2
Increased
468
+12.0%
$39,7190.0%$82.73
15
2024-Q1
New
418
-
$37,3550.0%$85.96
28

Other major holders of MXI: ASSETMARK, INC, JANE STREET GROUP, LLC, Pictet Asset Management Holding SA, MORGAN STANLEY

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