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Buck Wealth Strategies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Buck Wealth Strategies’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 		$304K Sell
3,209
-32
-1% -$2.88K 0.03% 161
2026
Q1 		$270K Sell
3,241
-1,747
-35% -$150K 0.03% 144
2025
Q4 		$412K Sell
4,988
-4,992
-50% -$419K 0.05% 114
2025
Q3 		$848K Buy
+9,980
New +$830K 0.12% 84

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Buck Wealth Strategies's REZ Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.99% in Q2 2026, selling an estimated $2.88K and leaving 3,209 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #161.

Buck Wealth Strategies first reported a position in REZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $848K in Q3 2025. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Buck Wealth Strategies held 3,209 shares of iShares Residential and Multisector Real Estate ETF worth $304K as of Q2 2026.
  • Buck Wealth Strategies sold 32 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Residential and Multisector Real Estate ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #161 holding.
  • Buck Wealth Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Buck Wealth Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $848K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.