ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 144,381 Value ($000) $39,988 Avg Close — Range —
Q3 2025
Shares 115,835 Value ($000) $31,384 Avg Close — Range —
Q2 2025
Shares 98,312 Value ($000) $24,061 Avg Close — Range —
Q1 2025
Shares 74,690 Value ($000) $15,722 Avg Close — Range —
Q4 2024
Shares 53,020 Value ($000) $12,474 Avg Close — Range —
Q3 2024
Shares 29,001 Value ($000) $6,343 Avg Close — Range —
Q2 2024
Shares 4,186 Value ($000) $898 Avg Close — Range —
Q1 2024
Shares 163 Value ($000) $32 Avg Close — Range —