Jones Financial Companies
IYJ icon

Jones Financial Companies’s iShares US Industrials ETF IYJ Stock Holding History

Jones Financial Companies’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.65M Buy
59,790
+8,465
+16% +$1.31M ﹤0.01% 869
2025
Q4 		$7.6M Buy
51,325
+8,455
+20% +$1.24M ﹤0.01% 520
2025
Q3 		$6.2M Buy
42,870
+5,287
+14% +$766K ﹤0.01% 515
2025
Q2 		$5.32M Buy
37,583
+1,509
+4% +$201K ﹤0.01% 482
2025
Q1 		$4.66M Buy
36,074
+10,211
+39% +$1.38M ﹤0.01% 441
2024
Q4 		$3.45M Buy
25,863
+8,767
+51% +$1.21M ﹤0.01% 433
2024
Q3 		$2.28M Buy
17,096
+9,048
+112% +$1.14M ﹤0.01% 431
2024
Q2 		$961K Buy
8,048
+6,227
+342% +$759K ﹤0.01% 429
2024
Q1 		$229K Buy
1,821
+1,746
+2,328% +$206K ﹤0.01% 441
2023
Q4 		$8.58K Buy
+75
New +$7.84K ﹤0.01% 699

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return