Jones Financial Companies’s iShares US Financials ETF IYF Stock Holding History

Jones Financial Companies’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8M	Buy	115,962 +12,494	+12%	+$1.55M	0.01%	778
2026 Q1	$11.8M	Buy	103,468 +11,558	+13%	+$1.43M	0.01%	768
2025 Q4	$11.8M	Buy	91,910 +13,735	+18%	+$1.72M	0.01%	413
2025 Q3	$9.91M	Buy	78,175 +11,589	+17%	+$1.43M	0.01%	408
2025 Q2	$7.99M	Buy	66,586 +10,514	+19%	+$1.18M	0.01%	399
2025 Q1	$6.26M	Buy	56,072 +20,067	+56%	+$2.3M	0.01%	377
2024 Q4	$3.98M	Buy	36,005 +14,929	+71%	+$1.66M	﹤0.01%	398
2024 Q3	$2.18M	Buy	21,076 +13,322	+172%	+$1.34M	﹤0.01%	436
2024 Q2	$733K	Buy	7,754 +6,530	+533%	+$611K	﹤0.01%	476
2024 Q1	$117K	Buy	+1,224	New	+$109K	﹤0.01%	560
2021 Q1	–	Sell	-54	Closed	-$4K	–	820
2020 Q4	$4K	Buy	+54	New	+$3.33K	﹤0.01%	526

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Financials ETF (IYF) stake by 12% in Q2 2026, buying an estimated $1.55M and bringing the position to 115,962 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #778.

Jones Financial Companies first reported a position in IYF in Q4 2020 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Jones Financial Companies held 115,962 shares of iShares US Financials ETF worth $14.8M as of Q2 2026.
Jones Financial Companies bought 12,494 iShares US Financials ETF shares in Q2 2026, an estimated $1.55M.
iShares US Financials ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #778 holding.
Jones Financial Companies first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 11 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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