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AmeriFlex Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

AmeriFlex Group’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 		$5.3K Hold
56
– – ﹤0.01% 1019
2026
Q1 		$4.66K Hold
56
– – ﹤0.01% 850
2025
Q4 		$4.63K Sell
56
-56
-50% -$4.7K ﹤0.01% 870
2025
Q3 		$9.52K Buy
112
+1
+0.9% +$83 ﹤0.01% 793
2025
Q2 		$9.1K Buy
111
+1
+0.9% +$82 ﹤0.01% 728
2025
Q1 		$9.55K Hold
110
– – ﹤0.01% 865
2024
Q4 		$9.03K Buy
+110
New +$9.43K ﹤0.01% 800

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

AmeriFlex Group's REZ Position: Q2 2026 in Review

AmeriFlex Group held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 56 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

AmeriFlex Group first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.55K in Q1 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • AmeriFlex Group held 56 shares of iShares Residential and Multisector Real Estate ETF worth $5.3K as of Q2 2026.
  • AmeriFlex Group left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1019 holding.
  • AmeriFlex Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares Residential and Multisector Real Estate ETF position peaked at $9.55K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.