AWM
REZ icon

Abound Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Abound Wealth Management’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
2024
Q2 		– Sell
-8
Closed -$580 – 1284
2024
Q1 		$580 Buy
+8
New +$564 ﹤0.01% 847

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Abound Wealth Management's REZ Position: Q2 2024 in Review

Abound Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2024, closing a stake of 8 shares — an estimated $580 sold.

Abound Wealth Management first reported a position in REZ in Q1 2024 and held it in 1 quarter. The position peaked at $580 in Q1 2024. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

  • Abound Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 8 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $580.
  • Abound Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $580 in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.