Jones Financial Companies
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Jones Financial Companies’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Jones Financial Companies’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Buy
7,172
+3,182
+80% +$215K ﹤0.01% 2088
2025
Q4 		$259K Buy
3,990
+1,109
+38% +$71.4K ﹤0.01% 1796
2025
Q3 		$183K Buy
2,881
+1,253
+77% +$76.8K ﹤0.01% 1819
2025
Q2 		$94.7K Sell
1,628
-155
-9% -$8.47K ﹤0.01% 1957
2025
Q1 		$96.8K Hold
1,783
– – ﹤0.01% 1787
2024
Q4 		$105K Buy
1,783
+690
+63% +$41.7K ﹤0.01% 1609
2024
Q3 		$64.1K Buy
1,093
+961
+728% +$54.2K ﹤0.01% 1552
2024
Q2 		$7.11K Buy
+132
New +$7.12K ﹤0.01% 1863
2023
Q4 		– Sell
-423
Closed -$19.9K – 1022
2023
Q3 		$19.9K Buy
+423
New +$21.1K ﹤0.01% 436
2013
Q3 		– Sell
-404
Closed -$11K – 777
2013
Q2 		$11K Buy
+404
New +$11K ﹤0.01% 576

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