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Anderson Financial Strategies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Anderson Financial Strategies’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
Q4 		– Sell
-19,812
Closed -$1.68M – 40
2025
Q3 		$1.68M Buy
19,812
+1,791
+10% +$149K 1% 21
2025
Q2 		$1.48M Sell
18,021
-139
-0.8% -$11.5K 0.95% 23
2025
Q1 		$1.57M Buy
18,160
+428
+2% +$35.7K 0.96% 20
2024
Q4 		$1.44M Buy
+17,732
New +$1.52M 0.87% 19

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
Evergreen Capital Management
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anderson Financial Strategies's REZ Position: Q4 2025 in Review

Anderson Financial Strategies sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 19,812 shares — an estimated $1.68M sold.

Anderson Financial Strategies first reported a position in REZ in Q4 2024 and held it in 4 quarters. The position peaked at $1.68M in Q3 2025. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Anderson Financial Strategies reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 19,812 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $1.68M.
  • Anderson Financial Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 4 quarters.
  • Anderson Financial Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $1.68M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Anderson Financial Strategies's 13F filing for Q4 2025, filed 24 Feb 2026.