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

Arkansas Financial 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	$4M	Buy	42,293 +2,187	+5%	+$197K	0.52%	35
2026 Q1	$3.46M	Buy	40,106 +3,943	+11%	+$339K	0.48%	38
2025 Q4	$2.99M	Buy	36,163 +3,294	+10%	+$276K	0.43%	38
2025 Q3	$2.79M	Buy	32,869 +2,059	+7%	+$171K	0.41%	37
2025 Q2	$2.54M	Buy	30,810 +1,924	+7%	+$159K	0.39%	38
2025 Q1	$2.27M	Sell	28,886 -712	-2%	-$59.4K	0.39%	37
2024 Q4	$2.4M	Buy	29,598 +2,391	+9%	+$205K	0.39%	36
2024 Q3	$2.42M	Buy	27,207 +3,456	+15%	+$289K	0.4%	35
2024 Q2	$1.83M	Buy	23,751 +1,241	+6%	+$90.5K	0.33%	36
2024 Q1	$1.62M	Buy	22,510 +233	+1%	+$16.4K	0.29%	38
2023 Q4	$1.64M	Buy	22,277 +593	+3%	+$39.8K	0.3%	37
2023 Q3	$1.43M	Buy	21,684 +854	+4%	+$61K	0.29%	34
2023 Q2	$1.53M	Buy	20,830 +41	+0.2%	+$2.93K	0.31%	33
2023 Q1	$1.47M	Buy	20,789 +6,360	+44%	+$459K	0.3%	32
2022 Q4	$986K	Buy	+14,429	New	+$1.01M	0.22%	36

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

Arkansas Financial Group's REZ Position: Q2 2026 in Review

Arkansas Financial Group increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 5.5% in Q2 2026, buying an estimated $197K and bringing the position to 42,293 shares worth $4M. The position accounts for 0.52% of the portfolio, ranked #35.

Arkansas Financial Group first reported a position in REZ in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Arkansas Financial Group held 42,293 shares of iShares Residential and Multisector Real Estate ETF worth $4M as of Q2 2026.
Arkansas Financial Group bought 2,187 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $197K.
iShares Residential and Multisector Real Estate ETF made up 0.52% of Arkansas Financial Group's portfolio in Q2 2026, its #35 holding.
Arkansas Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.