Jones Financial Companies
IXG icon

Jones Financial Companies’s iShares Global Financials ETF IXG Stock Holding History

Jones Financial Companies’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Sell
4,346
-34
-0.8% -$4.04K ﹤0.01% 2068
2025
Q4 		$529K Sell
4,380
-15
-0.3% -$1.75K ﹤0.01% 1499
2025
Q3 		$511K Buy
4,395
+1,133
+35% +$129K ﹤0.01% 1388
2025
Q2 		$360K Buy
3,262
+1,145
+54% +$120K ﹤0.01% 1411
2025
Q1 		$217K Buy
2,117
+342
+19% +$34.7K ﹤0.01% 1467
2024
Q4 		$171K Buy
1,775
+199
+13% +$19.4K ﹤0.01% 1421
2024
Q3 		$149K Buy
1,576
+397
+34% +$35.7K ﹤0.01% 1254
2024
Q2 		$100K Buy
+1,179
New +$101K ﹤0.01% 1044
2013
Q3 		– Sell
-285
Closed -$14K – 783
2013
Q2 		$14K Buy
+285
New +$14.3K ﹤0.01% 539

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Jane Street
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AWM
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BS
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FDCDDQ
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return