Jones Financial Companies’s iShares Expanded Tech Sector ETF IGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11M	Buy	70,435 +7,973	+13%	+$1.19M	﹤0.01%	893
2026 Q1	$7.2M	Buy	62,462 +8,416	+16%	+$1.06M	﹤0.01%	940
2025 Q4	$6.98M	Buy	54,046 +4,278	+9%	+$554K	﹤0.01%	544
2025 Q3	$6.24M	Buy	49,768 +10,846	+28%	+$1.28M	﹤0.01%	510
2025 Q2	$4.33M	Buy	38,922 +11,673	+43%	+$1.15M	﹤0.01%	535
2025 Q1	$2.47M	Buy	27,249 +6,348	+30%	+$641K	﹤0.01%	603
2024 Q4	$2.13M	Buy	20,901 +8,839	+73%	+$888K	﹤0.01%	542
2024 Q3	$1.15M	Buy	12,062 +6,657	+123%	+$615K	﹤0.01%	569
2024 Q2	$510K	Buy	5,405 +3,920	+264%	+$343K	﹤0.01%	563
2024 Q1	$128K	Buy	+1,485	New	+$121K	﹤0.01%	542
2022 Q1	–	Sell	-1,500	Closed	-$110K	–	757
2021 Q4	$110K	Buy	+1,500	New	+$108K	﹤0.01%	301

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, buying an estimated $1.19M and bringing the position to 70,435 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Jones Financial Companies first reported a position in IGM in Q4 2021 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Jones Financial Companies held 70,435 shares of iShares Expanded Tech Sector ETF worth $11M as of Q2 2026.
Jones Financial Companies bought 7,973 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $1.19M.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #893 holding.
Jones Financial Companies first reported a position in iShares Expanded Tech Sector ETF in Q4 2021 and has held it in 11 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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