Jones Financial Companies
IMCV icon

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

Jones Financial Companies’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$865K Buy
10,341
+4,718
+84% +$406K ﹤0.01% 1782
2025
Q4 		$463K Buy
5,623
+1,134
+25% +$91.6K ﹤0.01% 1554
2025
Q3 		$359K Buy
4,489
+196
+5% +$15.4K ﹤0.01% 1542
2025
Q2 		$324K Buy
4,293
+1,275
+42% +$92.8K ﹤0.01% 1455
2025
Q1 		$221K Buy
3,018
+317
+12% +$23.9K ﹤0.01% 1459
2024
Q4 		$201K Buy
2,701
+1,829
+210% +$141K ﹤0.01% 1358
2024
Q3 		$66.7K Buy
872
+34
+4% +$2.5K ﹤0.01% 1531
2024
Q2 		$58.8K Buy
+838
New +$59.3K ﹤0.01% 1193
2013
Q3 		– Sell
-579
Closed -$19K – 774
2013
Q2 		$19K Buy
+579
New +$18.7K ﹤0.01% 481

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return