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

Connecticut 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	$544K	Hold	5,750	–	–	0.02%	229
2026 Q1	$478K	Hold	5,750	–	–	0.02%	235
2025 Q4	$475K	Hold	5,750	–	–	0.02%	230
2025 Q3	$489K	Hold	5,750	–	–	0.02%	234
2025 Q2	$473K	Hold	5,750	–	–	0.02%	219
2025 Q1	$497K	Sell	5,750 -2,957	-34%	-$247K	0.03%	212
2024 Q4	$705K	Hold	8,707	–	–	0.03%	157
2024 Q3	$773K	Hold	8,707	–	–	0.04%	182
2024 Q2	$670K	Hold	8,707	–	–	0.03%	194
2024 Q1	$628K	Buy	8,707 +12	+0.1%	+$846	0.03%	194
2023 Q4	$639K	Buy	+8,695	New	+$584K	0.04%	189
2023 Q3	–	Sell	-2,886	Closed	-$211K	–	298
2023 Q2	$211K	Buy	2,886 +16	+0.6%	+$1.14K	0.01%	250
2023 Q1	$203K	Buy	+2,870	New	+$207K	0.02%	242

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

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

Connecticut Wealth Management held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 5,750 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #229.

Connecticut Wealth Management first reported a position in REZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $773K in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Connecticut Wealth Management held 5,750 shares of iShares Residential and Multisector Real Estate ETF worth $544K as of Q2 2026.
Connecticut Wealth 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 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #229 holding.
Connecticut Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $773K in Q3 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.