Jones Financial Companies
MLRG

Jones Financial Companies’s iShares MSCI USA ETF MLRG Stock Holding History

Jones Financial Companies’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
4,336
+578
+15% +$58K ﹤0.01% 2266
2026
Q1 		$329K Buy
3,758
+116
+3% +$10.9K ﹤0.01% 2218
2025
Q4 		$344K Buy
3,642
+1,831
+101% +$171K ﹤0.01% 1666
2025
Q3 		$166K Sell
1,811
-61
-3% -$5.42K ﹤0.01% 1863
2025
Q2 		$160K Buy
1,872
+715
+62% +$56.6K ﹤0.01% 1755
2025
Q1 		$88.9K Buy
1,157
+885
+325% +$72.1K ﹤0.01% 1827
2024
Q4 		$22.1K Buy
+272
New +$22.2K ﹤0.01% 2215

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies increased its iShares MSCI USA ETF (MLRG) stake by 15% in Q2 2026, buying an estimated $58K and bringing the position to 4,336 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Jones Financial Companies first reported a position in MLRG in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Jones Financial Companies held 4,336 shares of iShares MSCI USA ETF worth $440K as of Q2 2026.
  • Jones Financial Companies bought 578 iShares MSCI USA ETF shares in Q2 2026, an estimated $58K.
  • iShares MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2266 holding.
  • Jones Financial Companies first reported a position in iShares MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

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