Jones Financial Companies
IXN icon

Jones Financial Companies’s iShares Global Tech ETF IXN Stock Holding History

Jones Financial Companies’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.5M Buy
148,417
+10,314
+7% +$1.33M 0.01% 658
2026
Q1 		$13.5M Buy
138,103
+11,728
+9% +$1.24M 0.01% 720
2025
Q4 		$13.3M Buy
126,375
+12,262
+11% +$1.29M 0.01% 399
2025
Q3 		$11.6M Buy
114,113
+21,477
+23% +$2.08M 0.01% 380
2025
Q2 		$8.49M Buy
92,636
+9,799
+12% +$794K 0.01% 390
2025
Q1 		$6.27M Buy
82,837
+12,632
+18% +$1.05M 0.01% 376
2024
Q4 		$5.95M Buy
70,205
+19,372
+38% +$1.63M 0.01% 334
2024
Q3 		$4.19M Buy
50,833
+22,486
+79% +$1.82M ﹤0.01% 318
2024
Q2 		$2.35M Buy
28,347
+13,883
+96% +$1.06M ﹤0.01% 286
2024
Q1 		$1.08M Buy
14,464
+13,809
+2,108% +$992K ﹤0.01% 252
2023
Q4 		$44.7K Buy
+655
New +$41.2K ﹤0.01% 486
2022
Q1 		– Sell
-1,206
Closed -$78K – 766
2021
Q4 		$78K Buy
+1,206
New +$74.1K ﹤0.01% 321

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Global Tech ETF (IXN) stake by 7.5% in Q2 2026, buying an estimated $1.33M and bringing the position to 148,417 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #658.

Jones Financial Companies first reported a position in IXN in Q4 2021 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Jones Financial Companies held 148,417 shares of iShares Global Tech ETF worth $20.5M as of Q2 2026.
  • Jones Financial Companies bought 10,314 iShares Global Tech ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Global Tech ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #658 holding.
  • Jones Financial Companies first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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