Jones Financial Companies
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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
Q2 		$864K Buy
6,972
+2,626
+60% +$319K ﹤0.01% 1972
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

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Global Financials ETF (IXG) stake by 60% in Q2 2026, buying an estimated $319K and bringing the position to 6,972 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Jones Financial Companies first reported a position in IXG in Q2 2013 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Jones Financial Companies held 6,972 shares of iShares Global Financials ETF worth $864K as of Q2 2026.
  • Jones Financial Companies bought 2,626 iShares Global Financials ETF shares in Q2 2026, an estimated $319K.
  • iShares Global Financials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1972 holding.
  • Jones Financial Companies first reported a position in iShares Global Financials ETF in Q2 2013 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

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