Jones Financial Companies
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Jones Financial Companies’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Jones Financial Companies’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
19,444
+6,403
+49% +$549K ﹤0.01% 1524
2025
Q4 		$1.08M Buy
13,041
+6,305
+94% +$521K ﹤0.01% 1194
2025
Q3 		$556K Buy
6,736
+2,334
+53% +$190K ﹤0.01% 1354
2025
Q2 		$348K Buy
4,402
+1,010
+30% +$75.6K ﹤0.01% 1427
2025
Q1 		$250K Buy
3,392
+316
+10% +$24.4K ﹤0.01% 1406
2024
Q4 		$234K Buy
3,076
+1,416
+85% +$111K ﹤0.01% 1283
2024
Q3 		$126K Buy
1,660
+1,462
+738% +$106K ﹤0.01% 1319
2024
Q2 		$13.9K Buy
+198
New +$14K ﹤0.01% 1653

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 49% in Q1 2026, buying an estimated $549K and bringing the position to 19,444 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Jones Financial Companies first reported a position in IMCB in Q2 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Jones Financial Companies held 19,444 shares of iShares Morningstar Mid-Cap ETF worth $1.6M as of Q1 2026.
  • Jones Financial Companies bought 6,403 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $549K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1524 holding.
  • Jones Financial Companies first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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