Jones Financial Companies
IDNA icon

Jones Financial Companies’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Jones Financial Companies’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$576K Buy
20,616
+1,120
+6% +$32.5K ﹤0.01% 1971
2025
Q4 		$511K Buy
19,496
+5,870
+43% +$151K ﹤0.01% 1511
2025
Q3 		$310K Buy
13,626
+4,892
+56% +$108K ﹤0.01% 1606
2025
Q2 		$179K Buy
8,734
+797
+10% +$16.1K ﹤0.01% 1702
2025
Q1 		$167K Buy
7,937
+3,899
+97% +$87K ﹤0.01% 1562
2024
Q4 		$91.4K Buy
4,038
+31
+0.8% +$744 ﹤0.01% 1654
2024
Q3 		$98.4K Buy
4,007
+78
+2% +$1.9K ﹤0.01% 1408
2024
Q2 		$90.8K Buy
+3,929
New +$92K ﹤0.01% 1082

Other funds holding IDNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Genomics Immunology and Healthcare ETF (IDNA) stake by 5.7% in Q1 2026, buying an estimated $32.5K and bringing the position to 20,616 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Jones Financial Companies first reported a position in IDNA in Q2 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold IDNA as of Q1 2026.

  • Jones Financial Companies held 20,616 shares of iShares Genomics Immunology and Healthcare ETF worth $576K as of Q1 2026.
  • Jones Financial Companies bought 1,120 iShares Genomics Immunology and Healthcare ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Genomics Immunology and Healthcare ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1971 holding.
  • Jones Financial Companies first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2024 and has held it in 8 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2026.

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