Jones Financial Companies
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Jones Financial Companies’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Jones Financial Companies’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
27,192
+6,271
+30% +$640K ﹤0.01% 1323
2025
Q4 		$2.16M Buy
20,921
+1,663
+9% +$171K ﹤0.01% 912
2025
Q3 		$2.02M Buy
19,258
+4,309
+29% +$442K ﹤0.01% 846
2025
Q2 		$1.49M Buy
14,949
+3,026
+25% +$280K ﹤0.01% 845
2025
Q1 		$1.05M Buy
11,923
+4,813
+68% +$459K ﹤0.01% 839
2024
Q4 		$684K Buy
7,110
+3,510
+98% +$328K ﹤0.01% 867
2024
Q3 		$317K Buy
3,600
+2,231
+163% +$185K ﹤0.01% 982
2024
Q2 		$111K Buy
1,369
+1,192
+673% +$94.8K ﹤0.01% 1016
2024
Q1 		$14.5K Buy
+177
New +$13.8K ﹤0.01% 983

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return