AF
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Allworth Financial’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Allworth Financial’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 		$28.2K Buy
298
+50
+20% +$4.5K ﹤0.01% 2925
2026
Q1 		$20.6K Hold
248
– – ﹤0.01% 2984
2025
Q4 		$20.5K Hold
248
– – ﹤0.01% 2811
2025
Q3 		$21.1K Hold
248
– – ﹤0.01% 2672
2025
Q2 		$20.4K Hold
248
– – ﹤0.01% 2505
2025
Q1 		$20.5K Hold
248
– – ﹤0.01% 2070
2024
Q4 		$19.9K Sell
248
-150
-38% -$12.9K ﹤0.01% 2108
2024
Q3 		$35.3K Hold
398
– – ﹤0.01% 1566
2024
Q2 		$31.8K Buy
398
+1
+0.3% +$73 ﹤0.01% 1592
2024
Q1 		$28.6K Hold
397
– – ﹤0.01% 1561
2023
Q4 		$29.2K Buy
+397
New +$26.7K ﹤0.01% 1426

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

Allworth Financial's REZ Position: Q2 2026 in Review

Allworth Financial increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 20% in Q2 2026, buying an estimated $4.5K and bringing the position to 298 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Allworth Financial first reported a position in REZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.3K in Q3 2024. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Allworth Financial held 298 shares of iShares Residential and Multisector Real Estate ETF worth $28.2K as of Q2 2026.
  • Allworth Financial bought 50 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $4.5K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2925 holding.
  • Allworth Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Allworth Financial's iShares Residential and Multisector Real Estate ETF position peaked at $35.3K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.