Jones Financial Companies
IYF icon

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
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

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PF
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PCH
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return