Jones Financial Companies
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Jones Financial Companies’s iShares US Regional Banks ETF IAT Stock Holding History

Jones Financial Companies’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.08M Sell
81,487
-1,001
-1% -$58.2K ﹤0.01% 1185
2026
Q1 		$4.3M Buy
82,488
+2,205
+3% +$125K ﹤0.01% 1129
2025
Q4 		$4.43M Buy
80,283
+1,923
+2% +$99.9K ﹤0.01% 672
2025
Q3 		$4.16M Buy
78,360
+3,088
+4% +$161K ﹤0.01% 624
2025
Q2 		$3.72M Buy
75,272
+18,418
+32% +$839K ﹤0.01% 571
2025
Q1 		$2.62M Buy
56,854
+15,584
+38% +$782K ﹤0.01% 586
2024
Q4 		$2.08M Buy
41,270
+6,774
+20% +$350K ﹤0.01% 548
2024
Q3 		$1.62M Buy
34,496
+10,628
+45% +$489K ﹤0.01% 491
2024
Q2 		$990K Buy
23,868
+6,432
+37% +$266K ﹤0.01% 426
2024
Q1 		$756K Buy
17,436
+9,631
+123% +$395K ﹤0.01% 293
2023
Q4 		$327K Buy
+7,805
New +$280K ﹤0.01% 270

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies's IAT Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares US Regional Banks ETF (IAT) stake by 1.2% in Q2 2026, selling an estimated $58.2K and leaving 81,487 shares worth $5.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Jones Financial Companies first reported a position in IAT in Q4 2023 and has held it in 11 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Jones Financial Companies held 81,487 shares of iShares US Regional Banks ETF worth $5.08M as of Q2 2026.
  • Jones Financial Companies sold 1,001 iShares US Regional Banks ETF shares in Q2 2026, an estimated $58.2K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1185 holding.
  • Jones Financial Companies first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 11 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.