Jones Financial Companies’s Idaho Strategic Resources IDR Stock Holding History

Jones Financial Companies’s Portfolio IDR Stock Details IDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Buy	5,216 +763	+17%	+$29.6K	﹤0.01%	2523
2025 Q4	$179K	Sell	4,453 -7	-0.2%	-$267	﹤0.01%	1951
2025 Q3	$150K	Buy	4,460 +1,220	+38%	+$28.8K	﹤0.01%	1904
2025 Q2	$41.7K	Buy	3,240 +120	+4%	+$1.77K	﹤0.01%	2293
2025 Q1	$41.9K	Buy	3,120 +3,000	+2,500%	+$36.9K	﹤0.01%	2135
2024 Q4	$1.22K	Buy	+120	New	+$1.62K	﹤0.01%	3100

Other funds holding IDR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

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

Jones Financial Companies increased its Idaho Strategic Resources (IDR) stake by 17% in Q1 2026, buying an estimated $29.6K and bringing the position to 5,216 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Jones Financial Companies first reported a position in IDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $179K in Q4 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

Jones Financial Companies held 5,216 shares of Idaho Strategic Resources worth $143K as of Q1 2026.
Jones Financial Companies bought 763 Idaho Strategic Resources shares in Q1 2026, an estimated $29.6K.
Idaho Strategic Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2523 holding.
Jones Financial Companies first reported a position in Idaho Strategic Resources in Q4 2024 and has held it in 6 quarters since.
Jones Financial Companies's Idaho Strategic Resources position peaked at $179K in Q4 2025.
137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

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