Jones Financial Companies’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38M	Buy	32,807 +1,775	+6%	+$138K	﹤0.01%	1355
2025 Q4	$2.31M	Buy	31,032 +1,219	+4%	+$88.6K	﹤0.01%	886
2025 Q3	$2.14M	Buy	29,813 +1,267	+4%	+$89.3K	﹤0.01%	830
2025 Q2	$1.95M	Buy	28,546 +273	+1%	+$17.4K	﹤0.01%	760
2025 Q1	$1.8M	Buy	28,273 +3,039	+12%	+$209K	﹤0.01%	684
2024 Q4	$1.71M	Buy	25,234 +8,683	+52%	+$614K	﹤0.01%	603
2024 Q3	$1.14M	Buy	16,551 +3,914	+31%	+$258K	﹤0.01%	577
2024 Q2	$827K	Buy	12,637 +10,229	+425%	+$672K	﹤0.01%	455
2024 Q1	$170K	Buy	+2,408	New	+$163K	﹤0.01%	488
2021 Q4	–	Sell	-408	Closed	-$25K	–	763
2021 Q3	$25K	Buy	+408	New	+$25.8K	﹤0.01%	400

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Transportation ETF (IYT) stake by 5.7% in Q1 2026, buying an estimated $138K and bringing the position to 32,807 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Jones Financial Companies first reported a position in IYT in Q3 2021 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Jones Financial Companies held 32,807 shares of iShares US Transportation ETF worth $2.38M as of Q1 2026.
Jones Financial Companies bought 1,775 iShares US Transportation ETF shares in Q1 2026, an estimated $138K.
iShares US Transportation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1355 holding.
Jones Financial Companies first reported a position in iShares US Transportation ETF in Q3 2021 and has held it in 10 quarters since.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

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