Jones Financial Companies’s iShares US Consumer Staples ETF IYK Stock Holding History

Jones Financial Companies’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.27M	Buy	61,263 +6,972	+13%	+$501K	﹤0.01%	1130
2025 Q4	$3.63M	Buy	54,291 +4,843	+10%	+$329K	﹤0.01%	747
2025 Q3	$3.37M	Buy	49,448 +3,661	+8%	+$255K	﹤0.01%	699
2025 Q2	$3.21M	Buy	45,787 +12,599	+38%	+$887K	﹤0.01%	618
2025 Q1	$2.34M	Buy	33,188 +17,894	+117%	+$1.22M	﹤0.01%	619
2024 Q4	$1M	Buy	15,294 +4,088	+36%	+$281K	﹤0.01%	742
2024 Q3	$790K	Buy	11,206 +7,838	+233%	+$541K	﹤0.01%	675
2024 Q2	$221K	Buy	3,368 +2,243	+199%	+$149K	﹤0.01%	802
2024 Q1	$76.1K	Buy	+1,125	New	+$73.3K	﹤0.01%	652

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies's IYK Position: Q1 2026 in Review

Jones Financial Companies increased its iShares US Consumer Staples ETF (IYK) stake by 13% in Q1 2026, buying an estimated $501K and bringing the position to 61,263 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Jones Financial Companies first reported a position in IYK in Q1 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Jones Financial Companies held 61,263 shares of iShares US Consumer Staples ETF worth $4.27M as of Q1 2026.
Jones Financial Companies bought 6,972 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $501K.
iShares US Consumer Staples ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1130 holding.
Jones Financial Companies first reported a position in iShares US Consumer Staples ETF in Q1 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.