Jones Financial Companies
IYR icon

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
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

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CBU
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IMPI
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T. Rowe Price Associates
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return