Avantax Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Avantax 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 Q2	$767K	Buy	9,312 +3,210	+53%	+$265K	﹤0.01%	1325
2025 Q1	$527K	Buy	6,102 +519	+9%	+$43.3K	﹤0.01%	1472
2024 Q4	$452K	Sell	5,583 -15,230	-73%	-$1.3M	﹤0.01%	1515
2024 Q3	$1.85M	Buy	20,813 +7,531	+57%	+$630K	0.01%	741
2024 Q2	$1.02M	Buy	13,282 +8,633	+186%	+$630K	0.01%	965
2024 Q1	$335K	Sell	4,649 -81	-2%	-$5.71K	﹤0.01%	1240
2023 Q4	$348K	Buy	4,730 +310	+7%	+$20.8K	﹤0.01%	1155
2023 Q3	$291K	Buy	4,420 +715	+19%	+$51.1K	﹤0.01%	1214
2023 Q2	$271K	Sell	3,705 -240	-6%	-$17.1K	﹤0.01%	1237
2023 Q1	$279K	Sell	3,945 -455	-10%	-$32.8K	﹤0.01%	1187
2022 Q4	$301K	Buy	4,400 +1,588	+56%	+$111K	﹤0.01%	1103
2022 Q3	$202K	Sell	2,812 -78	-3%	-$6.38K	﹤0.01%	1213
2022 Q2	$231K	Sell	2,890 -388	-12%	-$33.7K	﹤0.01%	1139
2022 Q1	$316K	Sell	3,278 -218	-6%	-$20.2K	﹤0.01%	971
2021 Q4	$343K	Buy	3,496 +481	+16%	+$44.2K	0.01%	914
2021 Q3	$258K	Hold	3,015	–	–	﹤0.01%	993
2021 Q2	$247K	Sell	3,015 -708	-19%	-$56.7K	﹤0.01%	988
2021 Q1	$275K	Sell	3,723 -1,696	-31%	-$120K	0.01%	844
2020 Q4	$368K	Sell	5,419 -11,289	-68%	-$738K	0.01%	653
2020 Q3	$1.02M	Buy	16,708 +11,774	+239%	+$724K	0.02%	534
2020 Q2	$295K	Sell	4,934 -23,527	-83%	-$1.38M	0.01%	643
2020 Q1	$1.57M	Buy	28,461 +22,324	+364%	+$1.61M	0.05%	227
2019 Q4	$463K	Buy	6,137 +1,595	+35%	+$124K	0.01%	499
2019 Q3	$362K	Sell	4,542 -413	-8%	-$31.8K	0.01%	387
2019 Q2	$361K	Buy	4,955 +22	+0.4%	+$1.57K	0.02%	360
2019 Q1	$349K	Buy	+4,933	New	+$335K	0.02%	326

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

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

CPG

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's REZ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 53% in Q2 2025, buying an estimated $265K and bringing the position to 9,312 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Avantax Advisory Services first reported a position in REZ in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.85M in Q3 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

Avantax Advisory Services held 9,312 shares of iShares Residential and Multisector Real Estate ETF worth $767K as of Q2 2025.
Avantax Advisory Services bought 3,210 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $265K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1325 holding.
Avantax Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $1.85M in Q3 2024.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.