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Continuum Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Continuum Advisory’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 		$2.47M Buy
26,077
+1,110
+4% +$99.8K 0.2% 106
2026
Q1 		$2.08M Buy
24,967
+60
+0.2% +$5.15K 0.2% 103
2025
Q4 		$2.06M Sell
24,907
-1,438
-5% -$121K 0.21% 108
2025
Q3 		$2.24M Buy
26,345
+909
+4% +$75.6K 0.24% 98
2025
Q2 		$2.09M Buy
25,436
+348
+1% +$28.7K 0.25% 96
2025
Q1 		$2.17M Buy
25,088
+909
+4% +$75.8K 0.28% 85
2024
Q4 		$1.96M Buy
24,179
+296
+1% +$25.4K 0.25% 94
2024
Q3 		$2.06M Sell
23,883
-346
-1% -$29K 0.26% 90
2024
Q2 		$1.87M Sell
24,229
-65
-0.3% -$4.74K 0.27% 87
2024
Q1 		$1.79M Buy
24,294
+1,573
+7% +$111K 0.27% 87
2023
Q4 		$1.67M Buy
22,721
+202
+0.9% +$13.6K 0.24% 112
2023
Q3 		$1.49M Buy
22,519
+547
+2% +$39.1K 0.24% 110
2023
Q2 		$1.61M Buy
21,972
+332
+2% +$23.7K 0.26% 102
2023
Q1 		$1.53M Buy
21,640
+1,723
+9% +$124K 0.26% 110
2022
Q4 		$1.36M Buy
19,917
+781
+4% +$54.7K 0.25% 124
2022
Q3 		$1.37M Buy
19,136
+870
+5% +$71.1K 0.24% 111
2022
Q2 		$1.46M Buy
18,266
+138
+0.8% +$12K 0.27% 107
2022
Q1 		$1.64M Sell
18,128
-864
-5% -$80.1K 0.31% 87
2021
Q4 		$1.87M Sell
18,992
-37
-0.2% -$3.4K 0.42% 59
2021
Q3 		$1.63M Buy
19,029
+848
+5% +$75.1K 0.44% 56
2021
Q2 		$1.51M Buy
18,181
+3,873
+27% +$310K 0.47% 50
2021
Q1 		$1.11M Buy
14,308
+1,125
+9% +$79.5K 0.46% 60
2020
Q4 		$894K Buy
13,183
+71
+0.5% +$4.64K 0.41% 68
2020
Q3 		$825K Buy
13,112
+236
+2% +$14.5K 0.45% 65
2020
Q2 		$802K Buy
12,876
+3,014
+31% +$177K 0.5% 59
2020
Q1 		$504K Buy
+9,862
New +$710K 0.34% 72

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

Continuum Advisory's REZ Position: Q2 2026 in Review

Continuum Advisory increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 4.4% in Q2 2026, buying an estimated $99.8K and bringing the position to 26,077 shares worth $2.47M. The position accounts for 0.2% of the portfolio, ranked #106.

Continuum Advisory first reported a position in REZ in Q1 2020 and has held it in 26 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Continuum Advisory held 26,077 shares of iShares Residential and Multisector Real Estate ETF worth $2.47M as of Q2 2026.
  • Continuum Advisory bought 1,110 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $99.8K.
  • iShares Residential and Multisector Real Estate ETF made up 0.2% of Continuum Advisory's portfolio in Q2 2026, its #106 holding.
  • Continuum Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.