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 Q2	$2.54M	Buy	26,399 +6,955	+36%	+$635K	﹤0.01%	1476
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

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

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 36% in Q2 2026, buying an estimated $635K and bringing the position to 26,399 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Jones Financial Companies first reported a position in IMCB in Q2 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Jones Financial Companies held 26,399 shares of iShares Morningstar Mid-Cap ETF worth $2.54M as of Q2 2026.
Jones Financial Companies bought 6,955 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $635K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1476 holding.
Jones Financial Companies first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

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