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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies's SIZE Position: Q1 2026 in Review

Jones Financial Companies increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 30% in Q1 2026, buying an estimated $1.31M and bringing the position to 34,750 shares worth $5.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Jones Financial Companies first reported a position in SIZE in Q3 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Jones Financial Companies held 34,750 shares of iShares MSCI USA Size Factor ETF worth $5.42M as of Q1 2026.
  • Jones Financial Companies bought 7,941 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $1.31M.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1047 holding.
  • Jones Financial Companies first reported a position in iShares MSCI USA Size Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.