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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Buy	4,402 +1,010	+30%	+$79.9K	﹤0.01%	1427
2025 Q1	$250K	Buy	3,392 +316	+10%	+$23.3K	﹤0.01%	1406
2024 Q4	$234K	Buy	3,076 +1,416	+85%	+$108K	﹤0.01%	1283
2024 Q3	$126K	Buy	1,660 +1,462	+738%	+$111K	﹤0.01%	1319
2024 Q2	$13.9K	Buy	+198	New	+$13.9K	﹤0.01%	1653