Jones Financial Companies’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97M	Buy	11,049 +3,487	+46%	+$615K	﹤0.01%	1588
2026 Q1	$1.17M	Buy	7,562 +1,234	+20%	+$204K	﹤0.01%	1655
2025 Q4	$1.05M	Buy	6,328 +2,067	+49%	+$340K	﹤0.01%	1209
2025 Q3	$688K	Buy	4,261 +1,083	+34%	+$169K	﹤0.01%	1262
2025 Q2	$477K	Sell	3,178 -343	-10%	-$47.8K	﹤0.01%	1289
2025 Q1	$477K	Buy	3,521 +921	+35%	+$132K	﹤0.01%	1149
2024 Q4	$372K	Buy	2,600 +2,247	+637%	+$323K	﹤0.01%	1107
2024 Q3	$49K	Buy	353 +74	+27%	+$9.95K	﹤0.01%	1640
2024 Q2	$36.9K	Buy	+279	New	+$35.6K	﹤0.01%	1364

Other funds holding IYY

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Dow Jones US ETF (IYY) stake by 46% in Q2 2026, buying an estimated $615K and bringing the position to 11,049 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Jones Financial Companies first reported a position in IYY in Q2 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Jones Financial Companies held 11,049 shares of iShares Dow Jones US ETF worth $1.97M as of Q2 2026.
Jones Financial Companies bought 3,487 iShares Dow Jones US ETF shares in Q2 2026, an estimated $615K.
iShares Dow Jones US ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1588 holding.
Jones Financial Companies first reported a position in iShares Dow Jones US ETF in Q2 2024 and has held it in 9 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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