Boltwood Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Boltwood Capital 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	$341K	Hold	3,600	–	–	0.08%	157
2026 Q1	$300K	Hold	3,600	–	–	0.08%	159
2025 Q4	$298K	Hold	3,600	–	–	0.08%	154
2025 Q3	$306K	Hold	3,600	–	–	0.08%	154
2025 Q2	$296K	Hold	3,600	–	–	0.08%	153
2025 Q1	$311K	Hold	3,600	–	–	0.09%	145
2024 Q4	$292K	Hold	3,600	–	–	0.09%	145
2024 Q3	$320K	Hold	3,600	–	–	0.09%	143
2024 Q2	$277K	Hold	3,600	–	–	0.09%	148
2024 Q1	$259K	Hold	3,600	–	–	0.08%	155
2023 Q4	$265K	Hold	3,600	–	–	0.09%	149
2023 Q3	$237K	Hold	3,600	–	–	0.09%	142
2023 Q2	$264K	Hold	3,600	–	–	0.1%	142
2023 Q1	$254K	Hold	3,600	–	–	0.1%	142
2022 Q4	$246K	Hold	3,600	–	–	0.1%	134
2022 Q3	$259K	Hold	3,600	–	–	0.12%	128
2022 Q2	$288K	Hold	3,600	–	–	0.12%	130
2022 Q1	$345K	Hold	3,600	–	–	0.13%	131
2021 Q4	$354K	Hold	3,600	–	–	0.13%	127
2021 Q3	$308K	Hold	3,600	–	–	0.12%	133
2021 Q2	$300K	Hold	3,600	–	–	0.12%	135
2021 Q1	$266K	Hold	3,600	–	–	0.12%	134
2020 Q4	$244K	Hold	3,600	–	–	0.12%	132
2020 Q3	$219K	Hold	3,600	–	–	0.12%	134
2020 Q2	$216K	Buy	+3,600	New	+$211K	0.13%	122
2020 Q1	–	Sell	-3,600	Closed	-$271K	–	139
2019 Q4	$271K	Hold	3,600	–	–	0.15%	128
2019 Q3	$286K	Hold	3,600	–	–	0.18%	119
2019 Q2	$263K	Hold	3,600	–	–	0.17%	122
2019 Q1	$255K	Hold	3,600	–	–	0.17%	122
2018 Q4	$224K	Hold	3,600	–	–	0.15%	120
2018 Q3	$226K	Hold	3,600	–	–	0.13%	125
2018 Q2	$226K	Hold	3,600	–	–	0.15%	122
2018 Q1	$207K	Hold	3,600	–	–	0.14%	118
2017 Q4	$224K	Hold	3,600	–	–	0.14%	117
2017 Q3	$228K	Hold	3,600	–	–	0.15%	111
2017 Q2	$234K	Hold	3,600	–	–	0.16%	112
2017 Q1	$227K	Hold	3,600	–	–	0.16%	104
2016 Q4	$223K	Hold	3,600	–	–	0.17%	102
2016 Q3	$235K	Hold	3,600	–	–	0.19%	99
2016 Q2	$243K	Hold	3,600	–	–	0.2%	98
2016 Q1	$238K	Hold	3,600	–	–	0.21%	97
2015 Q4	$228K	Hold	3,600	–	–	0.21%	94
2015 Q3	$213K	Hold	3,600	–	–	0.23%	80
2015 Q2	$202K	Hold	3,600	–	–	0.2%	80
2015 Q1	$224K	Hold	3,600	–	–	0.07%	89
2014 Q4	$212K	Buy	+3,600	New	+$205K	0.06%	89

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

Boltwood Capital Management's REZ Position: Q2 2026 in Review

Boltwood Capital Management held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 3,600 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #157.

Boltwood Capital Management first reported a position in REZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $354K in Q4 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Boltwood Capital Management held 3,600 shares of iShares Residential and Multisector Real Estate ETF worth $341K as of Q2 2026.
Boltwood Capital Management left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.08% of Boltwood Capital Management's portfolio in Q2 2026, its #157 holding.
Boltwood Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
Boltwood Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $354K in Q4 2021.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.