Carson Wealth (CWM LLC)
REZ icon

Carson Wealth (CWM LLC)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-5
Closed – – 5595
2025
Q3 		$0 Sell
5
-14
-74% -$1.17K ﹤0.01% 5497
2025
Q2 		$2K Buy
19
+5
+36% +$412 ﹤0.01% 4921
2025
Q1 		$1K Hold
14
– – ﹤0.01% 4975
2024
Q4 		$1K Hold
14
– – ﹤0.01% 4782
2024
Q3 		$1K Hold
14
– – ﹤0.01% 4687
2024
Q2 		$1K Hold
14
– – ﹤0.01% 4466
2024
Q1 		$1K Sell
14
-3,138
-100% -$221K ﹤0.01% 4201
2023
Q4 		$232K Buy
3,152
+3,138
+22,414% +$211K ﹤0.01% 1351
2023
Q3 		$1K Hold
14
– – ﹤0.01% 4061
2023
Q2 		$1K Hold
14
– – ﹤0.01% 4045
2023
Q1 		$1K Hold
14
– – ﹤0.01% 3908
2022
Q4 		$1K Sell
14
-143
-91% -$10K ﹤0.01% 3825
2022
Q3 		$11K Sell
157
-186
-54% -$15.2K ﹤0.01% 2637
2022
Q2 		$27K Buy
343
+243
+243% +$21.1K ﹤0.01% 1950
2022
Q1 		$10K Hold
100
– – ﹤0.01% 2490
2021
Q4 		$10K Buy
+100
New +$9.2K ﹤0.01% 2360
2021
Q2 		$9K Hold
113
– – ﹤0.01% 2155
2021
Q1 		$9K Hold
113
– – ﹤0.01% 2155
2020
Q4 		$9K Hold
113
– – ﹤0.01% 2155
2020
Q3 		$9K Hold
113
– – ﹤0.01% 2155
2020
Q2 		$9K Hold
113
– – ﹤0.01% 2155
2020
Q1 		$9K Hold
113
– – ﹤0.01% 2154
2019
Q4 		$9K Hold
113
– – ﹤0.01% 2154
2019
Q3 		$9K Hold
113
– – ﹤0.01% 2154
2019
Q2 		$9K Hold
113
– – ﹤0.01% 2153
2019
Q1 		$9K Buy
+113
New +$7.66K ﹤0.01% 2153

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s REZ Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in REZ in Q1 2019 and held it in 26 quarters. The position peaked at $232K in Q4 2023. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 iShares Residential and Multisector Real Estate ETF shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 26 quarters.
  • Carson Wealth (CWM LLC)'s iShares Residential and Multisector Real Estate ETF position peaked at $232K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.