AXS Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

AXS Investments’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	-47,850	Closed	-$3.98M	–	201
2026 Q1	$3.98M	Sell	47,850 -341	-0.7%	-$29.3K	1.61%	9
2025 Q4	$3.98M	Sell	48,191 -24,298	-34%	-$2.04M	1.37%	13
2025 Q3	$6.16M	Buy	72,489 +4,199	+6%	+$349K	1.94%	8
2025 Q2	$5.62M	Sell	68,290 -38,737	-36%	-$3.19M	2.31%	7
2025 Q1	$9.25M	Buy	+107,027	New	+$8.93M	2.56%	1

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

AXS Investments's REZ Position: Q2 2026 in Review

AXS Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 47,850 shares — an estimated $3.98M sold.

AXS Investments first reported a position in REZ in Q1 2025 and held it in 5 quarters. The position peaked at $9.25M in Q1 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

AXS Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
AXS Investments sold 47,850 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $3.98M.
AXS Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 5 quarters.
AXS Investments's iShares Residential and Multisector Real Estate ETF position peaked at $9.25M in Q1 2025.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.