Jones Financial Companies
REZ icon

Jones Financial Companies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Jones Financial Companies’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$560K Sell
6,810
-562
-8% -$48.3K ﹤0.01% 1990
2025
Q4 		$609K Buy
7,372
+672
+10% +$56.3K ﹤0.01% 1429
2025
Q3 		$563K Buy
6,700
+874
+15% +$72.7K ﹤0.01% 1347
2025
Q2 		$476K Buy
5,826
+914
+19% +$75.3K ﹤0.01% 1290
2025
Q1 		$422K Sell
4,912
-29
-0.6% -$2.42K ﹤0.01% 1203
2024
Q4 		$400K Buy
4,941
+1,424
+40% +$122K ﹤0.01% 1082
2024
Q3 		$310K Buy
3,517
+66
+2% +$5.52K ﹤0.01% 985
2024
Q2 		$266K Buy
3,451
+375
+12% +$27.4K ﹤0.01% 744
2024
Q1 		$222K Buy
3,076
+14
+0.5% +$987 ﹤0.01% 448
2023
Q4 		$225K Buy
+3,062
New +$206K ﹤0.01% 311

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