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

Jones Financial Companies’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$814K	Buy	12,651 +1,850	+17%	+$113K	﹤0.01%	1996
2026 Q1	$579K	Buy	10,801 +2,174	+25%	+$125K	﹤0.01%	1968
2025 Q4	$478K	Buy	8,627 +1,013	+13%	+$56K	﹤0.01%	1535
2025 Q3	$412K	Buy	7,614 +792	+12%	+$41.3K	﹤0.01%	1475
2025 Q2	$338K	Buy	6,822 +2,021	+42%	+$93.3K	﹤0.01%	1441
2025 Q1	$217K	Buy	4,801 +729	+18%	+$35.7K	﹤0.01%	1468
2024 Q4	$201K	Buy	4,072 +1,040	+34%	+$52.9K	﹤0.01%	1357
2024 Q3	$148K	Buy	3,032 +1,340	+79%	+$63K	﹤0.01%	1255
2024 Q2	$77K	Buy	+1,692	New	+$76.1K	﹤0.01%	1125

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

Jones Financial Companies increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 12,651 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Jones Financial Companies first reported a position in ISCG in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Jones Financial Companies held 12,651 shares of iShares Morningstar Small-Cap Growth ETF worth $814K as of Q2 2026.
Jones Financial Companies bought 1,850 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $113K.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1996 holding.
Jones Financial Companies first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
167 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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