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 Q2	$3.63M	Buy	18,632 +5,928	+47%	+$1.09M	﹤0.01%	1330
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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Jones Financial Companies increased its iShares Micro-Cap ETF (IWC) stake by 47% in Q2 2026, buying an estimated $1.09M and bringing the position to 18,632 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Jones Financial Companies first reported a position in IWC in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Jones Financial Companies held 18,632 shares of iShares Micro-Cap ETF worth $3.63M as of Q2 2026.
Jones Financial Companies bought 5,928 iShares Micro-Cap ETF shares in Q2 2026, an estimated $1.09M.
iShares Micro-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1330 holding.
Jones Financial Companies first reported a position in iShares Micro-Cap ETF in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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