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Bellwether Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bellwether Advisors’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
-31
Closed -$2.55K – 469
2025
Q2 		$2.55K Hold
31
– – ﹤0.01% 477
2025
Q1 		$2.68K Hold
31
– – ﹤0.01% 419
2024
Q4 		$2.51K Buy
+31
New +$2.66K ﹤0.01% 431
2023
Q2 		– Sell
-31
Closed -$2.19K – 352
2023
Q1 		$2.19K Hold
31
– – ﹤0.01% 339
2022
Q4 		$2.12K Hold
31
– – ﹤0.01% 352
2022
Q3 		$2K Hold
31
– – ﹤0.01% 399
2022
Q2 		$2K Hold
31
– – ﹤0.01% 339
2022
Q1 		$2K Hold
31
– – ﹤0.01% 470
2021
Q4 		$3K Hold
31
– – ﹤0.01% 468
2021
Q3 		$2K Hold
31
– – ﹤0.01% 483
2021
Q2 		$2K Hold
31
– – ﹤0.01% 378
2021
Q1 		$2K Buy
+31
New +$2.19K ﹤0.01% 347

Other funds holding REZ

Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bellwether Advisors's REZ Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 31 shares — an estimated $2.55K sold.

Bellwether Advisors first reported a position in REZ in Q1 2021 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 31 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $2.55K.
  • Bellwether Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and held it in 12 quarters.
  • Bellwether Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.