Jones Financial Companies
IYZ icon

Jones Financial Companies’s iShares US Telecommunications ETF IYZ Stock Holding History

Jones Financial Companies’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$960K Buy
24,312
+6,034
+33% +$226K ﹤0.01% 1739
2025
Q4 		$620K Buy
18,278
+1,785
+11% +$58.5K ﹤0.01% 1421
2025
Q3 		$528K Buy
16,493
+2,033
+14% +$62.5K ﹤0.01% 1373
2025
Q2 		$424K Buy
14,460
+2,638
+22% +$72.5K ﹤0.01% 1335
2025
Q1 		$323K Buy
11,822
+1,841
+18% +$50.8K ﹤0.01% 1307
2024
Q4 		$268K Buy
9,981
+3,326
+50% +$88.8K ﹤0.01% 1222
2024
Q3 		$168K Buy
6,655
+5,515
+484% +$127K ﹤0.01% 1196
2024
Q2 		$24.8K Buy
1,140
+500
+78% +$10.6K ﹤0.01% 1477
2024
Q1 		$14.1K Buy
+640
New +$14.4K ﹤0.01% 990
2015
Q1 		– Sell
-9,560
Closed -$280K – 227
2014
Q4 		$280K Buy
+9,560
New +$283K ﹤0.01% 217

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return