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
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

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return