Advisory Services Network’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Advisory Services Network’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	$518K	Buy	5,466 +4,300	+369%	+$387K	0.01%	1379
2026 Q1	$97K	Buy	+1,166	New	+$100K	﹤0.01%	2222
2025 Q4	–	Sell	-1,156	Closed	-$98.2K	–	3722
2025 Q3	$98.2K	Buy	+1,156	New	+$96.2K	﹤0.01%	2087
2025 Q1	–	Sell	-4,823	Closed	-$391K	–	1706
2024 Q4	$391K	Buy	+4,823	New	+$413K	0.01%	1157
2024 Q1	–	Sell	-850	Closed	-$62.5K	–	3184
2023 Q4	$62.5K	Buy	+850	New	+$57.1K	﹤0.01%	1889
2023 Q2	–	Sell	-979	Closed	-$69.1K	–	3165
2023 Q1	$69.1K	Sell	979 -20	-2%	-$1.44K	﹤0.01%	1843
2022 Q4	$68.3K	Buy	+999	New	+$70K	﹤0.01%	1817
2022 Q2	–	Sell	-22,008	Closed	-$2.11M	–	1474
2022 Q1	$2.11M	Buy	+22,008	New	+$2.04M	0.06%	385
2021 Q3	–	Sell	-2,632	Closed	-$219K	–	2825
2021 Q2	$219K	Buy	+2,632	New	+$211K	0.01%	1218
2021 Q1	–	Sell	-2,748	Closed	-$186K	–	2594
2020 Q4	$186K	Sell	2,748 -116	-4%	-$7.59K	0.01%	1086
2020 Q3	$175K	Sell	2,864 -963	-25%	-$59.2K	0.01%	1025
2020 Q2	$230K	Sell	3,827 -3,722	-49%	-$219K	0.01%	888
2020 Q1	$417K	Sell	7,549 -1,494	-17%	-$108K	0.03%	578
2019 Q4	$681K	Buy	9,043 +5,318	+143%	+$412K	0.04%	533
2019 Q3	$272K	Hold	3,725	–	–	0.02%	731
2019 Q2	$272K	Buy	3,725 +3,150	+548%	+$225K	0.02%	729
2019 Q1	$41K	Hold	575	–	–	﹤0.01%	1313
2018 Q4	$36K	Hold	575	–	–	﹤0.01%	1267
2018 Q3	$36K	Hold	575	–	–	﹤0.01%	1353
2018 Q2	$36K	Hold	575	–	–	﹤0.01%	1328
2018 Q1	$33K	Hold	575	–	–	﹤0.01%	1470
2017 Q4	$36K	Buy	+575	New	+$36.5K	﹤0.01%	1416

Other funds holding REZ

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Advisory Services Network's REZ Position: Q2 2026 in Review

Advisory Services Network increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 369% in Q2 2026, buying an estimated $387K and bringing the position to 5,466 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #1379.

Advisory Services Network first reported a position in REZ in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.11M in Q1 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Advisory Services Network held 5,466 shares of iShares Residential and Multisector Real Estate ETF worth $518K as of Q2 2026.
Advisory Services Network bought 4,300 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $387K.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1379 holding.
Advisory Services Network first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and has held it in 22 quarters since.
Advisory Services Network's iShares Residential and Multisector Real Estate ETF position peaked at $2.11M in Q1 2022.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.