Jones Financial Companies
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Jones Financial Companies’s iShares Russell 1000 ETF IWB Stock Holding History

Jones Financial Companies’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.64B Sell
10,453,379
-1,124,576
-10% -$419M 1.75% 13
2025
Q4 		$4.32B Buy
11,577,955
+321,453
+3% +$119M 2.64% 11
2025
Q3 		$4.09B Buy
11,256,502
+427,736
+4% +$151M 2.79% 10
2025
Q2 		$3.65B Buy
10,828,766
+588,034
+6% +$185M 2.77% 10
2025
Q1 		$3.12B Buy
10,240,732
+499,981
+5% +$162M 2.8% 10
2024
Q4 		$3.14B Buy
9,740,751
+460,808
+5% +$149M 2.98% 10
2024
Q3 		$2.91B Buy
9,279,943
+405,129
+5% +$123M 2.98% 11
2024
Q2 		$2.64B Buy
8,874,814
+316,031
+4% +$90.7M 3.05% 11
2024
Q1 		$2.47B Buy
8,558,783
+178,968
+2% +$49M 3.36% 8
2023
Q4 		$2.2B Buy
8,379,815
+227,252
+3% +$55.6M 3.3% 10
2023
Q3 		$1.92B Buy
8,152,563
+159,730
+2% +$39.1M 3.15% 10
2023
Q2 		$1.95B Buy
7,992,833
+214,494
+3% +$49.4M 3.11% 10
2023
Q1 		$1.75B Buy
7,778,339
+274,096
+4% +$60.3M 2.88% 10
2022
Q4 		$1.58B Buy
7,504,243
+116,841
+2% +$24.7M 2.75% 10
2022
Q3 		$1.46B Buy
7,387,402
+219,057
+3% +$48M 2.67% 12
2022
Q2 		$1.54B Buy
7,168,345
+497,575
+7% +$112M 2.62% 12
2022
Q1 		$1.67B Buy
6,670,770
+593,623
+10% +$147M 2.49% 14
2021
Q4 		$1.61B Buy
6,077,147
+164,507
+3% +$42.3M 2.27% 16
2021
Q3 		$1.48B Buy
5,912,640
+205,276
+4% +$51M 2.19% 16
2021
Q2 		$1.38B Buy
5,707,364
+272,454
+5% +$64.2M 2.12% 15
2021
Q1 		$1.22B Sell
5,434,910
-985,169
-15% -$216M 2.01% 16
2020
Q4 		$1.36B Buy
6,420,079
+122,012
+2% +$24.4M 2.49% 12
2020
Q3 		$1.16B Sell
6,298,067
-248,900
-4% -$46M 2.4% 12
2020
Q2 		$1.09B Sell
6,546,967
-331,215
-5% -$53.6M 2.38% 12
2020
Q1 		$960M Buy
6,878,182
+392,075
+6% +$66.3M 2.31% 11
2019
Q4 		$1.16B Buy
6,486,107
+311,401
+5% +$53.1M 2.32% 12
2019
Q3 		$1.01B Buy
6,174,706
+295,118
+5% +$48.4M 2.23% 12
2019
Q2 		$957M Buy
5,879,588
+290,898
+5% +$46.6M 2.15% 13
2019
Q1 		$879M Buy
5,588,690
+278,048
+5% +$42M 2.01% 14
2018
Q4 		$729M Buy
5,310,642
+324,272
+7% +$48.5M 1.81% 14
2018
Q3 		$806M Buy
4,986,370
+343,183
+7% +$54.5M 1.8% 16
2018
Q2 		$705M Buy
4,643,187
+383,987
+9% +$57.9M 1.65% 16
2018
Q1 		$626M Buy
4,259,200
+545,627
+15% +$82.9M 1.52% 19
2017
Q4 		$552M Buy
3,713,573
+538,471
+17% +$78M 1.38% 20
2017
Q3 		$444M Buy
3,175,102
+561,726
+21% +$77.1M 1.21% 20
2017
Q2 		$354M Buy
2,613,376
+609,163
+30% +$81.3M 1.04% 22
2017
Q1 		$263M Buy
2,004,213
+568,865
+40% +$73.7M 0.85% 24
2016
Q4 		$179M Buy
1,435,348
+755,404
+111% +$91.9M 0.66% 27
2016
Q3 		$81.9M Buy
679,944
+558,466
+460% +$67.1M 0.33% 32
2016
Q2 		$14.2M Buy
121,478
+64,148
+112% +$7.4M 0.06% 40
2016
Q1 		$6.54M Sell
57,330
-767
-1% -$82.9K 0.04% 65
2015
Q4 		$6.58M Sell
58,097
-781
-1% -$89.3K 0.04% 65
2015
Q3 		$6.3M Buy
58,878
+609
+1% +$69.2K 0.04% 63
2015
Q2 		$6.76M Sell
58,269
-389
-0.7% -$45.9K 0.04% 62
2015
Q1 		$6.8M Buy
58,658
+308
+0.5% +$35.6K 0.04% 64
2014
Q4 		$6.69M Buy
58,350
+161
+0.3% +$18K 0.05% 63
2014
Q3 		$6.39M Buy
58,189
+1,618
+3% +$179K 0.05% 63
2014
Q2 		$6.23M Sell
56,571
-336
-0.6% -$35.8K 0.05% 61
2014
Q1 		$5.96M Buy
56,907
+631
+1% +$64.9K 0.05% 62
2013
Q4 		$5.81M Buy
56,276
+374
+0.7% +$37K 0.05% 63
2013
Q3 		$5.26M Buy
55,902
+651
+1% +$60.8K 0.05% 63
2013
Q2 		$4.97M Buy
+55,251
New +$4.95M 0.05% 58

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Jones Financial Companies's IWB Position: Q1 2026 in Review

Jones Financial Companies reduced its iShares Russell 1000 ETF (IWB) stake by 9.7% in Q1 2026, selling an estimated $419M and leaving 10,453,379 shares worth $3.64B. The position accounts for 1.75% of the portfolio, ranked #13.

Jones Financial Companies first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.32B in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Jones Financial Companies held 10,453,379 shares of iShares Russell 1000 ETF worth $3.64B as of Q1 2026.
  • Jones Financial Companies sold 1,124,576 iShares Russell 1000 ETF shares in Q1 2026, an estimated $419M.
  • iShares Russell 1000 ETF made up 1.75% of Jones Financial Companies's portfolio in Q1 2026, its #13 holding.
  • Jones Financial Companies first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Jones Financial Companies's iShares Russell 1000 ETF position peaked at $4.32B in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.