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SIZESIZE
8 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES EDGE MSCI USA SIZE F

JONES FINANCIAL COMPANIES LLLP holds 31,076 shares of SIZE (ISHARES EDGE MSCI USA SIZE F), worth $5.5M as of 2026-Q2. The position was decreased (-10.6% shares). SIZE represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$5.5M

Current Shares

31,076

Total Value Change

+$5.5M

Total Shares Change

+30,961

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,076
-10.6%
$5.5M0.0%$177.63
0
2026-Q1
Increased
34,750
+29.6%
$5.4M0.0%$158.44
34
2025-Q4
Increased
26,809
+54.4%
$4.3M0.0%$159.97
38
2025-Q3
Increased
17,360
+61.9%
$2.8M0.0%$158.45
38
2025-Q2
Increased
10,725
+173.6%
$1.6M0.0%$151.71
41
2025-Q1
Increased
3,920
+3308.7%
$566,5970.0%$142.26
39
2024-Q4
Unchanged
115
0.0%
$17,0780.0%$144.76
0
2024-Q3
New
115
-
$17,0820.0%$144.40
28

Other major holders of SIZE: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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