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iShares Morningstar Mid Value Idx shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in iShares Morningstar Mid Value Idx

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All positions including iShares Morningstar Mid Value Idx held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $463k 5.6k 82.33
2025-09-30 $360k 4.5k 80.07
2025-06-30 $325k 4.3k 75.58
2025-03-31 $221k 3.0k 73.29
2024-12-31 $201k 2.7k 74.26
2024-09-30 $67k 872 76.46
2013-06-30 $19k 193 98.45