CWM
REZ icon

Castle Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Castle Wealth 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 		$5.88M Buy
62,096
+1,550
+3% +$139K 1.74% 19
2026
Q1 		$5.04M Buy
60,546
+3,457
+6% +$297K 1.63% 19
2025
Q4 		$4.72M Sell
57,089
-304
-0.5% -$25.5K 1.56% 21
2025
Q3 		$4.88M Buy
57,393
+1,663
+3% +$138K 1.65% 20
2025
Q2 		$4.59M Buy
55,730
+2,765
+5% +$228K 1.67% 19
2025
Q1 		$4.58M Buy
52,965
+873
+2% +$72.8K 1.79% 16
2024
Q4 		$4.22M Sell
52,092
-533
-1% -$45.7K 1.66% 20
2024
Q3 		$4.67M Buy
52,625
+2,318
+5% +$194K 1.87% 17
2024
Q2 		$3.87M Buy
50,307
+3,600
+8% +$263K 1.86% 19
2024
Q1 		$3.37M Buy
46,707
+11,929
+34% +$841K 1.76% 20
2023
Q4 		$2.56M Sell
34,778
-11,568
-25% -$777K 1.53% 25
2023
Q3 		$3.09M Buy
46,346
+1,509
+3% +$108K 2.2% 16
2023
Q2 		$3.29M Buy
44,837
+1,242
+3% +$88.7K 2.29% 14
2023
Q1 		$3.08M Buy
43,595
+5,470
+14% +$395K 2.38% 14
2022
Q4 		$2.61M Buy
38,125
+7,450
+24% +$522K 1.64% 19
2022
Q3 		$2.2M Buy
30,675
+1,146
+4% +$93.7K 1.34% 19
2022
Q2 		$2.36M Buy
+29,529
New +$2.57M 1.37% 18

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

Castle Wealth Management's REZ Position: Q2 2026 in Review

Castle Wealth Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 2.6% in Q2 2026, buying an estimated $139K and bringing the position to 62,096 shares worth $5.88M. The position accounts for 1.74% of the portfolio, ranked #19.

Castle Wealth Management first reported a position in REZ in Q2 2022 and has held it in 17 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Castle Wealth Management held 62,096 shares of iShares Residential and Multisector Real Estate ETF worth $5.88M as of Q2 2026.
  • Castle Wealth Management bought 1,550 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $139K.
  • iShares Residential and Multisector Real Estate ETF made up 1.74% of Castle Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Castle Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.