Jones Financial Companies
IWC icon

Jones Financial Companies’s iShares Micro-Cap ETF IWC Stock Holding History

Jones Financial Companies’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.99M Buy
12,704
+2,147
+20% +$356K ﹤0.01% 1428
2025
Q4 		$1.66M Buy
10,557
+583
+6% +$90.7K ﹤0.01% 1034
2025
Q3 		$1.49M Buy
9,974
+1,512
+18% +$210K ﹤0.01% 975
2025
Q2 		$1.08M Buy
8,462
+724
+9% +$83.7K ﹤0.01% 981
2025
Q1 		$869K Sell
7,738
-112
-1% -$14K ﹤0.01% 917
2024
Q4 		$1.02M Buy
7,850
+2,220
+39% +$289K ﹤0.01% 735
2024
Q3 		$692K Buy
5,630
+3,038
+117% +$367K ﹤0.01% 715
2024
Q2 		$295K Buy
+2,592
New +$299K ﹤0.01% 712

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return