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Cordasco Financial Network’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cordasco Financial Network’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
2022
Q2 		$9K Hold
117
– – 0.01% 392
2022
Q1 		$11K Buy
+117
New +$10.8K 0.01% 363

Other funds holding REZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Cordasco Financial Network's REZ Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2022 at 117 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #392.

Cordasco Financial Network first reported a position in REZ in Q1 2022 and has held it in 2 quarters since. The position peaked at $11K in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • Cordasco Financial Network held 117 shares of iShares Residential and Multisector Real Estate ETF worth $9K as of Q2 2022.
  • Cordasco Financial Network left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2022.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #392 holding.
  • Cordasco Financial Network first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and has held it in 2 quarters since.
  • Cordasco Financial Network's iShares Residential and Multisector Real Estate ETF position peaked at $11K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.