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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Buy	6,822 +2,021	+42%	+$100K	﹤0.01%	1441
2025 Q1	$217K	Buy	4,801 +729	+18%	+$32.9K	﹤0.01%	1468
2024 Q4	$201K	Buy	4,072 +1,040	+34%	+$51.4K	﹤0.01%	1357
2024 Q3	$148K	Buy	3,032 +1,340	+79%	+$65.6K	﹤0.01%	1255
2024 Q2	$77K	Buy	+1,692	New	+$77K	﹤0.01%	1125