Jones Financial Companies
SIZE icon

Jones Financial Companies’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Jones Financial Companies’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.51M Sell
31,076
-3,674
-11% -$630K ﹤0.01% 1148
2026
Q1 		$5.42M Buy
34,750
+7,941
+30% +$1.31M ﹤0.01% 1047
2025
Q4 		$4.33M Buy
26,809
+9,449
+54% +$1.52M ﹤0.01% 675
2025
Q3 		$2.77M Buy
17,360
+6,635
+62% +$1.05M ﹤0.01% 763
2025
Q2 		$1.65M Buy
10,725
+6,805
+174% +$992K ﹤0.01% 816
2025
Q1 		$567K Buy
3,920
+3,805
+3,309% +$572K ﹤0.01% 1078
2024
Q4 		$17.1K Hold
115
– – ﹤0.01% 2318
2024
Q3 		$17.1K Buy
+115
New +$16.4K ﹤0.01% 2012

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 11% in Q2 2026, selling an estimated $630K and leaving 31,076 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Jones Financial Companies first reported a position in SIZE in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Jones Financial Companies held 31,076 shares of iShares MSCI USA Size Factor ETF worth $5.51M as of Q2 2026.
  • Jones Financial Companies sold 3,674 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $630K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1148 holding.
  • Jones Financial Companies first reported a position in iShares MSCI USA Size Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

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