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

Jones Financial Companies’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Buy
37,954
+13,253
+54% +$1.09M ﹤0.01% 1275
2025
Q4 		$1.97M Buy
24,701
+5,529
+29% +$449K ﹤0.01% 955
2025
Q3 		$1.57M Buy
19,172
+1,519
+9% +$124K ﹤0.01% 947
2025
Q2 		$1.41M Buy
17,653
+6,446
+58% +$479K ﹤0.01% 873
2025
Q1 		$799K Buy
11,207
+6,404
+133% +$488K ﹤0.01% 950
2024
Q4 		$363K Buy
4,803
+2,484
+107% +$190K ﹤0.01% 1120
2024
Q3 		$169K Buy
2,319
+1,623
+233% +$113K ﹤0.01% 1194
2024
Q2 		$47.2K Buy
+696
New +$47.3K ﹤0.01% 1272
2023
Q4 		– Sell
-360
Closed -$20.6K – 1021
2023
Q3 		$20.6K Buy
+360
New +$21.7K ﹤0.01% 431

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Raymond James Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return