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
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 $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return