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
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 $1.66T AUM 25.57% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameritas Advisory Services's REZ Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 2,943 shares — an estimated $242K sold.

Ameritas Advisory Services first reported a position in REZ in Q1 2023 and held it in 8 quarters. The position peaked at $284K in Q3 2024. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,943 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $242K.
Ameritas Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and held it in 8 quarters.
Ameritas Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $284K in Q3 2024.
160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.