Jones Financial Companies
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Jones Financial Companies’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Jones Financial Companies’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.43M Buy
8,564
+1,548
+22% +$258K ﹤0.01% 865
2025
Q1 		$978K Buy
7,016
+1,955
+39% +$273K ﹤0.01% 872
2024
Q4 		$729K Buy
5,061
+1,111
+28% +$160K ﹤0.01% 852
2024
Q3 		$508K Buy
3,950
+519
+15% +$66.7K ﹤0.01% 813
2024
Q2 		$401K Buy
+3,431
New +$401K ﹤0.01% 616