Jones Financial Companies
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Jones Financial Companies’s iShares US Real Estate ETF IYR Stock Holding History

Jones Financial Companies’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
10,560
+1,203
+13% +$122K ﹤0.01% 1841
2026
Q1 		$867K Buy
9,357
+1,193
+15% +$116K ﹤0.01% 1780
2025
Q4 		$767K Buy
8,164
+534
+7% +$50.9K ﹤0.01% 1337
2025
Q3 		$737K Buy
7,630
+618
+9% +$59.5K ﹤0.01% 1242
2025
Q2 		$660K Buy
7,012
+868
+14% +$81K ﹤0.01% 1174
2025
Q1 		$582K Buy
6,144
+4,036
+191% +$384K ﹤0.01% 1063
2024
Q4 		$196K Buy
2,108
+1,101
+109% +$109K ﹤0.01% 1365
2024
Q3 		$102K Buy
1,007
+887
+739% +$85.4K ﹤0.01% 1397
2024
Q2 		$10.5K Buy
+120
New +$10.3K ﹤0.01% 1747
2023
Q3 		– Sell
-313
Closed -$27.1K – 703
2023
Q2 		$27.1K Buy
+313
New +$26.3K ﹤0.01% 401
2022
Q1 		– Sell
-600
Closed -$70K – 768
2021
Q4 		$70K Sell
600
-325
-35% -$35.6K ﹤0.01% 331
2021
Q3 		$95K Buy
925
+325
+54% +$34.6K ﹤0.01% 278
2021
Q2 		$61K Buy
+600
New +$59.6K ﹤0.01% 301

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Jones Financial Companies increased its iShares US Real Estate ETF (IYR) stake by 13% in Q2 2026, buying an estimated $122K and bringing the position to 10,560 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Jones Financial Companies first reported a position in IYR in Q2 2021 and has held it in 13 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Jones Financial Companies held 10,560 shares of iShares US Real Estate ETF worth $1.1M as of Q2 2026.
  • Jones Financial Companies bought 1,203 iShares US Real Estate ETF shares in Q2 2026, an estimated $122K.
  • iShares US Real Estate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1841 holding.
  • Jones Financial Companies first reported a position in iShares US Real Estate ETF in Q2 2021 and has held it in 13 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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