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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52M Buy
15,897
+3,380
+27% +$591K ﹤0.01% 1333
2025
Q4 		$2.25M Buy
12,517
+1,753
+16% +$308K ﹤0.01% 897
2025
Q3 		$1.89M Buy
10,764
+2,200
+26% +$383K ﹤0.01% 881
2025
Q2 		$1.43M Buy
8,564
+1,548
+22% +$229K ﹤0.01% 865
2025
Q1 		$978K Buy
7,016
+1,955
+39% +$291K ﹤0.01% 872
2024
Q4 		$729K Buy
5,061
+1,111
+28% +$159K ﹤0.01% 852
2024
Q3 		$508K Buy
3,950
+519
+15% +$64.2K ﹤0.01% 813
2024
Q2 		$401K Buy
+3,431
New +$395K ﹤0.01% 616

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 27% in Q1 2026, buying an estimated $591K and bringing the position to 15,897 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Jones Financial Companies first reported a position in IAI in Q2 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • Jones Financial Companies held 15,897 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $2.52M as of Q1 2026.
  • Jones Financial Companies bought 3,380 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $591K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1333 holding.
  • Jones Financial Companies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 8 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

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