Jones Financial Companies
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Jones Financial Companies’s iShares Mortgage Real Estate ETF REM Stock Holding History

Jones Financial Companies’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-258
Closed -$5.72K – 4893
2025
Q4 		$5.72K Buy
258
+12
+5% +$267 ﹤0.01% 3445
2025
Q3 		$5.41K Hold
246
– – ﹤0.01% 3338
2025
Q2 		$5.22K Hold
246
– – ﹤0.01% 3121
2025
Q1 		$5.44K Buy
246
+45
+22% +$1.01K ﹤0.01% 2927
2024
Q4 		$4.29K Hold
201
– – ﹤0.01% 2798
2024
Q3 		$4.75K Buy
+201
New +$4.72K ﹤0.01% 2464

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