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

Ameritas Advisory Services’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	$262K	Buy	+2,768	New	+$249K	0.01%	998
2025 Q3	–	Sell	-2,943	Closed	-$242K	–	2755
2025 Q2	$242K	Sell	2,943 -241	-8%	-$19.9K	0.01%	682
2025 Q1	$275K	Buy	3,184 +12	+0.4%	+$1K	0.01%	726
2024 Q4	$257K	Sell	3,172 -29	-0.9%	-$2.48K	0.01%	759
2024 Q3	$284K	Sell	3,201 -23	-0.7%	-$1.93K	0.01%	692
2024 Q2	$248K	Buy	3,224 +132	+4%	+$9.63K	0.01%	792
2024 Q1	$223K	Buy	3,092 +108	+4%	+$7.62K	0.01%	796
2023 Q4	$219K	Buy	+2,984	New	+$201K	0.01%	649
2023 Q2	–	Sell	-2,387	Closed	-$169K	–	2092
2023 Q1	$169K	Buy	+2,387	New	+$172K	0.01%	818

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

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

Ameritas Advisory Services opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,768 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in REZ as recently as Q2 2025.

Ameritas Advisory Services first reported a position in REZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $284K in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Ameritas Advisory Services held 2,768 shares of iShares Residential and Multisector Real Estate ETF worth $262K as of Q2 2026.
iShares Residential and Multisector Real Estate ETF was a new Ameritas Advisory Services position in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #998 holding.
Ameritas Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 9 quarters since.
Ameritas Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $284K in Q3 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.