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
Q2 		$713K Buy
7,499
+689
+10% +$61.9K ﹤0.01% 2052
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

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Jones Financial Companies's REZ Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 10% in Q2 2026, buying an estimated $61.9K and bringing the position to 7,499 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Jones Financial Companies first reported a position in REZ in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Jones Financial Companies held 7,499 shares of iShares Residential and Multisector Real Estate ETF worth $713K as of Q2 2026.
  • Jones Financial Companies bought 689 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $61.9K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2052 holding.
  • Jones Financial Companies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.