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

Cornerstone 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 		$1.3M Hold
13,686
– – 0.19% 29
2026
Q1 		$1.14M Hold
13,686
– – 0.18% 28
2025
Q4 		$1.13M Sell
13,686
-6,152
-31% -$516K 0.18% 29
2025
Q3 		$1.69M Buy
19,838
+17
+0.1% +$1.41K 0.28% 26
2025
Q2 		$1.63M Hold
19,821
– – 0.28% 27
2025
Q1 		$1.71M Buy
19,821
+8
+0% +$667 0.32% 27
2024
Q4 		$1.61M Buy
19,813
+108
+0.5% +$9.25K 0.31% 26
2024
Q3 		$1.75M Sell
19,705
-258
-1% -$21.6K 0.37% 25
2024
Q2 		$1.54M Hold
19,963
– – 0.34% 24
2024
Q1 		$1.44M Hold
19,963
– – 0.32% 26
2023
Q4 		$1.47M Hold
19,963
– – 0.37% 26
2023
Q3 		$1.32M Hold
19,963
– – 0.35% 26
2023
Q2 		$1.46M Buy
19,963
+325
+2% +$23.2K 0.37% 25
2023
Q1 		$1.39M Hold
19,638
– – 0.36% 26
2022
Q4 		$1.34M Hold
19,638
– – 0.38% 25
2022
Q3 		$1.41M Buy
19,638
+4,620
+31% +$378K 0.38% 25
2022
Q2 		$1.2M Buy
15,018
+6,163
+70% +$536K 0.31% 27
2022
Q1 		$849K Hold
8,855
– – 0.21% 29
2021
Q4 		$870K Buy
8,855
+1,216
+16% +$112K 0.24% 28
2021
Q3 		$654K Buy
+7,639
New +$677K 0.17% 33

Other funds holding REZ

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
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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Cornerstone Management's REZ Position: Q2 2026 in Review

Cornerstone Management held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 13,686 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #29.

Cornerstone Management first reported a position in REZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.75M in Q3 2024. 70 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Cornerstone Management held 13,686 shares of iShares Residential and Multisector Real Estate ETF worth $1.3M as of Q2 2026.
  • Cornerstone 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 0.19% of Cornerstone Management's portfolio in Q2 2026, its #29 holding.
  • Cornerstone Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • Cornerstone Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.75M in Q3 2024.
  • 70 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.