Jones Financial Companies
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Jones Financial Companies’s iShares US Financial Services ETF IYG Stock Holding History

Jones Financial Companies’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.8M Buy
2025
Q1 		$2.26M Buy
2024
Q4 		$1.33M Buy
2024
Q3 		$833K Buy
2024
Q2 		$644K Buy
2024
Q1 		$341K Buy
2023
Q4 		$306K Buy