Aprio Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Aprio Wealth Management’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	$18.1M	Sell	190,724 -16,143	-8%	-$1.45M	0.89%	30
2026 Q1	$17.2M	Buy	206,867 +21,251	+11%	+$1.83M	0.94%	31
2025 Q4	$15.3M	Buy	185,616 +7,802	+4%	+$654K	0.88%	32
2025 Q3	$15.1M	Sell	177,814 -76,047	-30%	-$6.33M	1.5%	16
2025 Q2	$20.9M	Sell	253,861 -46,892	-16%	-$3.86M	2.36%	9
2025 Q1	$26M	Sell	300,753 -2,461	-0.8%	-$205K	3.26%	6
2024 Q4	$24.6M	Buy	303,214 +45,685	+18%	+$3.91M	3.58%	6
2024 Q3	$22.9M	Buy	+257,529	New	+$21.6M	3.66%	6

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aprio Wealth Management's REZ Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7.8% in Q2 2026, selling an estimated $1.45M and leaving 190,724 shares worth $18.1M. The position accounts for 0.89% of the portfolio, ranked #30.

Aprio Wealth Management first reported a position in REZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $26M in Q1 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Aprio Wealth Management held 190,724 shares of iShares Residential and Multisector Real Estate ETF worth $18.1M as of Q2 2026.
Aprio Wealth Management sold 16,143 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.45M.
iShares Residential and Multisector Real Estate ETF made up 0.89% of Aprio Wealth Management's portfolio in Q2 2026, its #30 holding.
Aprio Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $26M in Q1 2025.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.