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Alliance Wealth Advisors (Utah)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Alliance Wealth Advisors (Utah)’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 		– Sell
-20,575
Closed -$1.71M – 254
2026
Q1 		$1.71M Buy
20,575
+7,847
+62% +$674K 0.37% 53
2025
Q4 		$1.05M Buy
+12,728
New +$1.07M 0.23% 96

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
ECM
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 $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
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

Alliance Wealth Advisors (Utah)'s REZ Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 20,575 shares — an estimated $1.71M sold.

Alliance Wealth Advisors (Utah) first reported a position in REZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.71M in Q1 2026. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 20,575 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.71M.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s iShares Residential and Multisector Real Estate ETF position peaked at $1.71M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.