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

Cornerstone Planning Group’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 		$20.4M Buy
208,847
+7,881
+4% +$708K 2.56% 9
2026
Q1 		$18.1M Buy
200,966
+26,185
+15% +$2.25M 2.41% 9
2025
Q4 		$14.4M Buy
174,781
+2,473
+1% +$207K 2.25% 13
2025
Q3 		$14.1M Buy
172,308
+4,551
+3% +$379K 2.26% 12
2025
Q2 		$13.9M Buy
167,757
+16,337
+11% +$1.35M 2.83% 12
2025
Q1 		$12.5M Buy
151,420
+10,058
+7% +$839K 2.99% 9
2024
Q4 		$11.7M Buy
141,362
+5,411
+4% +$464K 2.88% 11
2024
Q3 		$11.8M Buy
135,951
+6,632
+5% +$555K 3.13% 10
2024
Q2 		$10.3M Buy
129,319
+9,622
+8% +$702K 2.96% 11
2024
Q1 		$8.62M Buy
119,697
+12,484
+12% +$880K 2.68% 13
2023
Q4 		$7.88M Buy
107,213
+18,838
+21% +$1.27M 2.6% 12
2023
Q3 		$5.83M Buy
88,375
+14,967
+20% +$1.07M 2.22% 14
2023
Q2 		$5.38M Buy
+73,408
New +$5.24M 2.13% 13
2022
Q4 		$4.03M Buy
+56,347
New +$3.95M 1.69% 15

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's REZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 3.9% in Q2 2026, buying an estimated $708K and bringing the position to 208,847 shares worth $20.4M. The position accounts for 2.56% of the portfolio, ranked #9.

Cornerstone Planning Group first reported a position in REZ in Q4 2022 and has held it in 14 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Cornerstone Planning Group held 208,847 shares of iShares Residential and Multisector Real Estate ETF worth $20.4M as of Q2 2026.
  • Cornerstone Planning Group bought 7,881 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $708K.
  • iShares Residential and Multisector Real Estate ETF made up 2.56% of Cornerstone Planning Group's portfolio in Q2 2026, its #9 holding.
  • Cornerstone Planning Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.