Ausdal Financial Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ausdal Financial Partners’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	-2,545	Closed	-$210K	–	950
2025 Q2	$210K	Buy	+2,545	New	+$210K	0.01%	647
2017 Q3	–	Sell	-4,359	Closed	-$284K	–	341
2017 Q2	$284K	Buy	+4,359	New	+$283K	0.12%	220
2016 Q4	–	Sell	-3,775	Closed	-$247K	–	272
2016 Q3	$247K	Sell	3,775 -300	-7%	-$20.1K	0.12%	202
2016 Q2	$275K	Buy	+4,075	New	+$264K	0.14%	175
2016 Q1	–	Sell	-2,144	Closed	-$136K	–	838
2015 Q4	$136K	Buy	+2,144	New	+$131K	0.07%	251

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

Ausdal Financial Partners's REZ Position: Q3 2025 in Review

Ausdal Financial Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 2,545 shares — an estimated $210K sold.

Ausdal Financial Partners first reported a position in REZ in Q4 2015 and held it in 5 quarters. The position peaked at $284K in Q2 2017. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

Ausdal Financial Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Ausdal Financial Partners sold 2,545 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $210K.
Ausdal Financial Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and held it in 5 quarters.
Ausdal Financial Partners's iShares Residential and Multisector Real Estate ETF position peaked at $284K in Q2 2017.
160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Ausdal Financial Partners's 13F filing for Q3 2025, filed 14 Nov 2025.