Jones Financial Companies
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Jones Financial Companies’s iShares US Energy ETF IYE Stock Holding History

Jones Financial Companies’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.18M Buy
2025
Q2 		$3.26M Buy
2025
Q1 		$2.96M Buy
2024
Q4 		$1.92M Buy
2024
Q3 		$854K Buy
2024
Q2 		$613K Buy
2024
Q1 		$7.41K Buy
2022
Q1 		– Sell
2021
Q4 		$0 Sell
2021
Q3 		$30K Buy