Jones Financial Companies
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Jones Financial Companies’s IDEX IEX Stock Holding History

Jones Financial Companies’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
9,832
+2,016
+26% +$427K ﹤0.01% 1516
2026
Q1 		$1.46M Buy
7,816
+6,332
+427% +$1.25M ﹤0.01% 1567
2025
Q4 		$264K Buy
1,484
+154
+12% +$26.3K ﹤0.01% 1791
2025
Q3 		$215K Buy
1,330
+537
+68% +$90.7K ﹤0.01% 1755
2025
Q2 		$140K Buy
793
+335
+73% +$59.4K ﹤0.01% 1795
2025
Q1 		$82.9K Buy
458
+51
+13% +$10.2K ﹤0.01% 1859
2024
Q4 		$85.3K Buy
407
+106
+35% +$23.2K ﹤0.01% 1678
2024
Q3 		$64.7K Buy
301
+164
+120% +$33.1K ﹤0.01% 1549
2024
Q2 		$27.6K Buy
137
+64
+88% +$14K ﹤0.01% 1451
2024
Q1 		$17.9K Buy
+73
New +$16.5K ﹤0.01% 931
2021
Q2 		– Sell
-19
Closed -$4K – 712
2021
Q1 		$4K Buy
+19
New +$3.77K ﹤0.01% 652
2013
Q4 		– Sell
-526
Closed -$34K – 387
2013
Q3 		$34K Buy
+526
New +$31.8K ﹤0.01% 351

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Jones Financial Companies increased its IDEX (IEX) stake by 26% in Q2 2026, buying an estimated $427K and bringing the position to 9,832 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Jones Financial Companies first reported a position in IEX in Q3 2013 and has held it in 12 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Jones Financial Companies held 9,832 shares of IDEX worth $2.23M as of Q2 2026.
  • Jones Financial Companies bought 2,016 IDEX shares in Q2 2026, an estimated $427K.
  • IDEX made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1516 holding.
  • Jones Financial Companies first reported a position in IDEX in Q3 2013 and has held it in 12 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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