Jones Financial Companies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
5,826
+914
| +19% | +$74.7K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $422K | Sell |
4,912
-29
| -0.6% | -$2.49K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $400K | Buy |
4,941
+1,424
| +40% | +$115K | ﹤0.01% | 1082 |
|
|
2024
Q3 | $310K | Buy |
3,517
+66
| +2% | +$5.81K | ﹤0.01% | 985 |
|
|
2024
Q2 | $266K | Buy |
3,451
+375
| +12% | +$28.9K | ﹤0.01% | 744 |
|
|
2024
Q1 | $222K | Buy |
3,076
+14
| +0.5% | +$1.01K | ﹤0.01% | 448 |
|
|
2023
Q4 | $225K | Buy |
+3,062
| New | +$225K | ﹤0.01% | 311 |
|