Jones Financial Companies
IGV icon

Jones Financial Companies’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Jones Financial Companies’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Buy
207,265
+61,951
+43% +$5.51M 0.01% 703
2026
Q1 		$11.2M Buy
145,314
+78,545
+118% +$6.95M 0.01% 789
2025
Q4 		$7.06M Buy
66,769
+6,848
+11% +$753K ﹤0.01% 539
2025
Q3 		$6.89M Buy
59,921
+9,047
+18% +$1M ﹤0.01% 490
2025
Q2 		$5.49M Buy
50,874
+7,526
+17% +$744K ﹤0.01% 475
2025
Q1 		$3.89M Buy
43,348
+2,385
+6% +$236K ﹤0.01% 483
2024
Q4 		$4.1M Buy
40,963
+11,101
+37% +$1.1M ﹤0.01% 390
2024
Q3 		$2.66M Buy
29,862
+17,831
+148% +$1.53M ﹤0.01% 396
2024
Q2 		$1.05M Buy
12,031
+6,780
+129% +$557K ﹤0.01% 417
2024
Q1 		$448K Buy
5,251
+1,571
+43% +$133K ﹤0.01% 343
2023
Q4 		$299K Buy
3,680
+3,415
+1,289% +$253K ﹤0.01% 283
2023
Q3 		$18.1K Buy
+265
New +$18.6K ﹤0.01% 443

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 43% in Q2 2026, buying an estimated $5.51M and bringing the position to 207,265 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #703.

Jones Financial Companies first reported a position in IGV in Q3 2023 and has held it in 12 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Jones Financial Companies held 207,265 shares of iShares Expanded Tech-Software Sector ETF worth $18.3M as of Q2 2026.
  • Jones Financial Companies bought 61,951 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.51M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #703 holding.
  • Jones Financial Companies first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 12 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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