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American Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

American Financial Advisors’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 		$584K Buy
6,167
+21
+0.3% +$1.89K 0.07% 93
2026
Q1 		$511K Sell
6,146
-25
-0.4% -$2.15K 0.07% 87
2025
Q4 		$510K Buy
6,171
+46
+0.8% +$3.86K 0.07% 91
2025
Q3 		$520K Sell
6,125
-599
-9% -$49.8K 0.07% 94
2025
Q2 		$554K Buy
6,724
+16
+0.2% +$1.32K 0.08% 84
2025
Q1 		$580K Buy
6,708
+21
+0.3% +$1.75K 0.08% 72
2024
Q4 		$542K Sell
6,687
-16
-0.2% -$1.37K 0.08% 75
2024
Q3 		$595K Sell
6,703
-140
-2% -$11.7K 0.08% 72
2024
Q2 		$527K Buy
6,843
+7
+0.1% +$511 0.07% 76
2024
Q1 		$493K Sell
6,836
-34
-0.5% -$2.4K 0.07% 85
2023
Q4 		$505K Sell
6,870
-56
-0.8% -$3.76K 0.07% 77
2023
Q3 		$457K Sell
6,926
-233
-3% -$16.6K 0.07% 81
2023
Q2 		$525K Buy
7,159
+20
+0.3% +$1.43K 0.08% 82
2023
Q1 		$504K Sell
7,139
-130
-2% -$9.38K 0.08% 84
2022
Q4 		$497K Buy
7,269
+90
+1% +$6.31K 0.08% 82
2022
Q3 		$516K Sell
7,179
-33
-0.5% -$2.7K 0.09% 75
2022
Q2 		$577K Sell
7,212
-155
-2% -$13.5K 0.15% 46
2022
Q1 		$707K Buy
7,367
+12
+0.2% +$1.11K 0.1% 70
2021
Q4 		$722K Sell
7,355
-777
-10% -$71.5K 0.09% 70
2021
Q3 		$696K Hold
8,132
– – 0.09% 71
2021
Q2 		$678K Sell
8,132
-53
-0.6% -$4.25K 0.09% 75
2021
Q1 		$606K Hold
8,185
– – 0.09% 77
2020
Q4 		$555K Sell
8,185
-412
-5% -$26.9K 0.08% 73
2020
Q3 		$524K Buy
8,597
+31
+0.4% +$1.91K 0.09% 64
2020
Q2 		$506K Sell
8,566
-338
-4% -$19.9K 0.08% 64
2020
Q1 		$511K Sell
8,904
-1,080
-11% -$77.8K 0.09% 62
2019
Q4 		$791K Sell
9,984
-1,125
-10% -$87.3K 0.14% 49
2019
Q3 		$883K Sell
11,109
-446
-4% -$34.3K 0.17% 49
2019
Q2 		$842K Sell
11,555
-520
-4% -$37.2K 0.16% 51
2019
Q1 		$853K Buy
12,075
+408
+3% +$27.7K 0.17% 50
2018
Q4 		$727K Buy
+11,667
New +$743K 0.16% 49

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

American Financial Advisors's REZ Position: Q2 2026 in Review

American Financial Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.34% in Q2 2026, buying an estimated $1.89K and bringing the position to 6,167 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #93.

American Financial Advisors first reported a position in REZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $883K in Q3 2019. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • American Financial Advisors held 6,167 shares of iShares Residential and Multisector Real Estate ETF worth $584K as of Q2 2026.
  • American Financial Advisors bought 21 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.89K.
  • iShares Residential and Multisector Real Estate ETF made up 0.07% of American Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • American Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $883K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.