Jones Financial Companies’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.1M	Buy	300,558 +28,483	+10%	+$6.54M	0.03%	316
2026 Q1	$47.9M	Buy	272,075 +32,003	+13%	+$6.18M	0.02%	354
2025 Q4	$48M	Buy	240,072 +37,223	+18%	+$7.45M	0.03%	185
2025 Q3	$39.4M	Buy	202,849 +41,324	+26%	+$7.56M	0.03%	191
2025 Q2	$27.7M	Buy	161,525 +32,747	+25%	+$4.96M	0.02%	211
2025 Q1	$18.1M	Buy	128,778 +25,848	+25%	+$4.03M	0.02%	220
2024 Q4	$16.4M	Buy	102,930 +32,349	+46%	+$5.12M	0.02%	196
2024 Q3	$10.7M	Buy	70,581 +29,391	+71%	+$4.32M	0.01%	199
2024 Q2	$6.2M	Buy	41,190 +31,486	+324%	+$4.35M	0.01%	188
2024 Q1	$1.31M	Buy	9,704 +9,644	+16,073%	+$1.26M	﹤0.01%	232
2023 Q4	$7.37K	Buy	+60	New	+$6.8K	﹤0.01%	715
2023 Q3	–	Sell	-643	Closed	-$70K	–	704
2023 Q2	$70K	Buy	+643	New	+$63.2K	﹤0.01%	339
2022 Q1	–	Sell	-408	Closed	-$47K	–	769
2021 Q4	$47K	Hold	408	–	–	﹤0.01%	369
2021 Q3	$41K	Buy	+408	New	+$42.6K	﹤0.01%	344

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Jones Financial Companies increased its iShares US Technology ETF (IYW) stake by 10% in Q2 2026, buying an estimated $6.54M and bringing the position to 300,558 shares worth $72.1M. The position accounts for 0.03% of the portfolio, ranked #316.

Jones Financial Companies first reported a position in IYW in Q3 2021 and has held it in 14 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Jones Financial Companies held 300,558 shares of iShares US Technology ETF worth $72.1M as of Q2 2026.
Jones Financial Companies bought 28,483 iShares US Technology ETF shares in Q2 2026, an estimated $6.54M.
iShares US Technology ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #316 holding.
Jones Financial Companies first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 14 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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