Jones Financial Companies
IYG icon

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
2026
Q2 		$4.53M Buy
50,139
+4,052
+9% +$355K ﹤0.01% 1236
2026
Q1 		$3.69M Buy
46,087
+4,884
+12% +$429K ﹤0.01% 1192
2025
Q4 		$3.8M Buy
41,203
+5,185
+14% +$463K ﹤0.01% 728
2025
Q3 		$3.23M Buy
36,018
+3,048
+9% +$268K ﹤0.01% 707
2025
Q2 		$2.8M Buy
32,970
+3,858
+13% +$306K ﹤0.01% 669
2025
Q1 		$2.26M Buy
29,112
+11,956
+70% +$963K ﹤0.01% 626
2024
Q4 		$1.33M Buy
17,156
+5,387
+46% +$416K ﹤0.01% 667
2024
Q3 		$833K Buy
11,769
+1,897
+19% +$130K ﹤0.01% 658
2024
Q2 		$644K Buy
9,872
+4,728
+92% +$307K ﹤0.01% 501
2024
Q1 		$341K Buy
5,144
+17
+0.3% +$1.06K ﹤0.01% 379
2023
Q4 		$306K Buy
+5,127
New +$276K ﹤0.01% 280

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Financial Services ETF (IYG) stake by 8.8% in Q2 2026, buying an estimated $355K and bringing the position to 50,139 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Jones Financial Companies first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Jones Financial Companies held 50,139 shares of iShares US Financial Services ETF worth $4.53M as of Q2 2026.
  • Jones Financial Companies bought 4,052 iShares US Financial Services ETF shares in Q2 2026, an estimated $355K.
  • iShares US Financial Services ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1236 holding.
  • Jones Financial Companies first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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