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ISCBISCB
11 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES MORNINGSTAR SMALL-CAP ETF

JONES FINANCIAL COMPANIES LLLP holds 12,208 shares of ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF), worth $914,733 as of 2026-Q2. The position was increased (+70.2% shares). ISCB represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$914,733

Current Shares

12,208

Total Value Change

+$894,817

Total Shares Change

+11,785

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,208
+70.2%
$914,7330.0%$75.51
37
2026-Q1
Increased
7,172
+79.8%
$457,1860.0%$68.21
37
2025-Q4
Increased
3,990
+38.5%
$259,3980.0%$65.61
31
2025-Q3
Increased
2,881
+77.0%
$182,5430.0%$63.02
34
2025-Q2
Decreased
1,628
-8.7%
$94,7320.0%$57.70
0
2025-Q1
Unchanged
1,783
0.0%
$96,8080.0%$53.66
0
2024-Q4
Increased
1,783
+63.1%
$104,5980.0%$57.86
32
2024-Q3
Increased
1,093
+728.0%
$64,0530.0%$57.52
34
2024-Q2
New
132
-
$7,1110.0%$52.68
25
2023-Q4
Exited
0
-100.0%
$00.0%$52.13
0
2023-Q3
New
423
-
$19,9160.0%$45.60
29

Other major holders of ISCB: MORGAN STANLEY

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