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 – 4881
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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ECM
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Bank of America
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Osaic Holdings
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AF
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FIA
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Jones Financial Companies's REM Position: Q1 2026 in Review

Jones Financial Companies sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 258 shares — an estimated $5.72K sold.

Jones Financial Companies first reported a position in REM in Q3 2024 and held it in 6 quarters. The position peaked at $5.72K in Q4 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Jones Financial Companies reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 258 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $5.72K.
  • Jones Financial Companies first reported a position in iShares Mortgage Real Estate ETF in Q3 2024 and held it in 6 quarters.
  • Jones Financial Companies's iShares Mortgage Real Estate ETF position peaked at $5.72K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.