Jones Financial Companies
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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
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

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Osaic Holdings
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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return