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

Jones Financial Companies’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$403K Buy
2025
Q2 		$371K Buy
2025
Q1 		$347K Buy
2024
Q4 		$311K Buy
2024
Q3 		$124K Sell
2024
Q2 		$118K Buy
2013
Q3 		– Sell
2013
Q2 		$18K Buy