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

Avior 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	–	Sell	-4,364	Closed	-$363K	–	867
2026 Q1	$363K	Buy	+4,364	New	+$375K	0.01%	627
2025 Q1	–	Sell	-108	Closed	-$8.82K	–	1962
2024 Q4	$8.82K	Hold	108	–	–	﹤0.01%	1667
2024 Q3	$9.59K	Buy	108 +1	+0.9%	+$84	﹤0.01%	1571
2024 Q2	$8.27K	Buy	107 +1	+0.9%	+$73	﹤0.01%	1571
2024 Q1	$7.7K	Hold	106	–	–	﹤0.01%	1951
2023 Q4	$7.82K	Buy	106 +2	+2%	+$134	﹤0.01%	1034
2023 Q3	$6.88K	Hold	104	–	–	﹤0.01%	1105
2023 Q2	$7.64K	Buy	104 +1	+1%	+$71	﹤0.01%	1073
2023 Q1	$7.32K	Hold	103	–	–	﹤0.01%	1108
2022 Q4	$7.05K	Buy	103 +3	+3%	+$210	﹤0.01%	907
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	901
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	804
2022 Q1	$9K	Buy	+100	New	+$9.27K	﹤0.01%	846

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

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

Avior Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 4,364 shares — an estimated $363K sold.

Avior Wealth Management first reported a position in REZ in Q1 2022 and held it in 13 quarters. The position peaked at $363K in Q1 2026. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Avior Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 4,364 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $363K.
Avior Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and held it in 13 quarters.
Avior Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $363K in Q1 2026.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.