Jones Financial Companies
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Jones Financial Companies’s iShares US Healthcare ETF IYH Stock Holding History

Jones Financial Companies’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
192,084
+15,117
+9% +$946K 0.01% 824
2026
Q1 		$10.6M Buy
176,967
+16,044
+10% +$1.04M 0.01% 806
2025
Q4 		$10.5M Buy
160,923
+28,633
+22% +$1.81M 0.01% 439
2025
Q3 		$7.56M Buy
132,290
+27,399
+26% +$1.56M 0.01% 472
2025
Q2 		$5.89M Buy
104,891
+14,145
+16% +$798K ﹤0.01% 456
2025
Q1 		$5.48M Buy
90,746
+22,931
+34% +$1.4M ﹤0.01% 407
2024
Q4 		$3.95M Buy
67,815
+21,051
+45% +$1.3M ﹤0.01% 400
2024
Q3 		$3.02M Buy
46,764
+15,959
+52% +$1.02M ﹤0.01% 371
2024
Q2 		$1.89M Buy
30,805
+25,256
+455% +$1.52M ﹤0.01% 323
2024
Q1 		$343K Buy
5,549
+5,444
+5,185% +$327K ﹤0.01% 377
2023
Q4 		$6.01K Buy
+105
New +$5.72K ﹤0.01% 742
2022
Q4 		– Sell
-200
Closed -$10K – 748
2022
Q3 		$10K Buy
+200
New +$10.8K ﹤0.01% 423
2021
Q1 		– Sell
-140
Closed -$7K – 821
2020
Q4 		$7K Buy
+140
New +$6.61K ﹤0.01% 466

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Healthcare ETF (IYH) stake by 8.5% in Q2 2026, buying an estimated $946K and bringing the position to 192,084 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #824.

Jones Financial Companies first reported a position in IYH in Q4 2020 and has held it in 13 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Jones Financial Companies held 192,084 shares of iShares US Healthcare ETF worth $13M as of Q2 2026.
  • Jones Financial Companies bought 15,117 iShares US Healthcare ETF shares in Q2 2026, an estimated $946K.
  • iShares US Healthcare ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #824 holding.
  • Jones Financial Companies first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 13 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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