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

Comprehensive 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	$1.37M	Buy	14,440 +942	+7%	+$84.7K	0.62%	29
2026 Q1	$1.12M	Buy	13,498 +917	+7%	+$78.8K	0.57%	32
2025 Q4	$1.04M	Buy	12,581 +1,760	+16%	+$148K	0.61%	31
2025 Q3	$919K	Buy	10,821 +2,922	+37%	+$243K	0.65%	29
2025 Q2	$650K	Buy	+7,899	New	+$651K	0.52%	30

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

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

Comprehensive Wealth Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7% in Q2 2026, buying an estimated $84.7K and bringing the position to 14,440 shares worth $1.37M. The position accounts for 0.62% of the portfolio, ranked #29.

Comprehensive Wealth Management first reported a position in REZ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Comprehensive Wealth Management held 14,440 shares of iShares Residential and Multisector Real Estate ETF worth $1.37M as of Q2 2026.
Comprehensive Wealth Management bought 942 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $84.7K.
iShares Residential and Multisector Real Estate ETF made up 0.62% of Comprehensive Wealth Management's portfolio in Q2 2026, its #29 holding.
Comprehensive Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.