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 Q2	$5.34M	Buy	55,403 +17,449	+46%	+$1.57M	﹤0.01%	1164
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

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 46% in Q2 2026, buying an estimated $1.57M and bringing the position to 55,403 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Jones Financial Companies first reported a position in IMCG in Q3 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Jones Financial Companies held 55,403 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.34M as of Q2 2026.
Jones Financial Companies bought 17,449 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.57M.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1164 holding.
Jones Financial Companies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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