CMP
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Courage Miller Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Courage Miller Partners’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 		$595K Sell
6,289
-19
-0.3% -$1.71K 0.16% 55
2026
Q1 		$525K Sell
6,308
-20
-0.3% -$1.72K 0.15% 59
2025
Q4 		$523K Sell
6,328
-46
-0.7% -$3.86K 0.16% 52
2025
Q3 		$542K Sell
6,374
-9
-0.1% -$749 0.16% 52
2025
Q2 		$526K Hold
6,383
– – 0.17% 54
2025
Q1 		$552K Sell
6,383
-16
-0.3% -$1.33K 0.19% 49
2024
Q4 		$518K Sell
6,399
-5
-0.1% -$428 0.18% 57
2024
Q3 		$569K Sell
6,404
-726
-10% -$60.8K 0.19% 50
2024
Q2 		$549K Sell
7,130
-458
-6% -$33.4K 0.2% 52
2024
Q1 		$547K Sell
7,588
-6
-0.1% -$423 0.19% 53
2023
Q4 		$558K Sell
7,594
-1,450
-16% -$97.4K 0.21% 49
2023
Q3 		$596K Sell
9,044
-200
-2% -$14.3K 0.24% 46
2023
Q2 		$677K Hold
9,244
– – 0.28% 46
2023
Q1 		$653K Sell
9,244
-931
-9% -$67.2K 0.28% 45
2022
Q4 		$695K Sell
10,175
-507
-5% -$35.5K 0.32% 41
2022
Q3 		$767K Sell
10,682
-191
-2% -$15.6K 0.39% 35
2022
Q2 		$870K Sell
10,873
-11
-0.1% -$956 0.41% 32
2022
Q1 		$1.04M Sell
10,884
-16
-0.1% -$1.48K 0.41% 33
2021
Q4 		$1.07M Sell
10,900
-271
-2% -$24.9K 0.41% 36
2021
Q3 		$956K Sell
11,171
-4,657
-29% -$413K 0.38% 38
2021
Q2 		$1.32M Sell
15,828
-505
-3% -$40.5K 0.54% 33
2021
Q1 		$1.21M Sell
16,333
-282
-2% -$19.9K 0.53% 33
2020
Q4 		$1.13M Sell
16,615
-322
-2% -$21.1K 0.52% 34
2020
Q3 		$1.02M Hold
16,937
– – 0.55% 33
2020
Q2 		$1.02M Sell
16,937
-253
-1% -$14.9K 0.55% 33
2020
Q1 		$948K Sell
17,190
-1,055
-6% -$76K 0.58% 27
2019
Q4 		$1.38M Sell
18,245
-364
-2% -$28.2K 0.71% 27
2019
Q3 		$1.48M Sell
18,609
-1,752
-9% -$135K 0.82% 25
2019
Q2 		$1.48M Sell
20,361
-474
-2% -$33.9K 0.82% 25
2019
Q1 		$1.47M Sell
20,835
-306
-1% -$20.8K 0.83% 29
2018
Q4 		$1.32M Sell
21,141
-62
-0.3% -$3.95K 0.78% 30
2018
Q3 		$1.33M Sell
21,203
-452
-2% -$28.8K 0.77% 34
2018
Q2 		$1.36M Sell
21,655
-69
-0.3% -$4.09K 0.81% 31
2018
Q1 		$1.25M Sell
21,724
-401
-2% -$22.9K 0.76% 33
2017
Q4 		$1.38M Sell
22,125
-329
-1% -$20.9K 0.83% 32
2017
Q3 		$1.43M Sell
22,454
-116
-0.5% -$7.5K 0.89% 34
2017
Q2 		$1.47M Sell
22,570
-365
-2% -$23.7K 0.97% 32
2017
Q1 		$1.45M Sell
22,935
-339
-1% -$21.1K 1% 32
2016
Q4 		$1.44M Sell
23,274
-584
-2% -$35.6K 1.01% 32
2016
Q3 		$1.56M Sell
23,858
-123
-0.5% -$8.23K 1.08% 30
2016
Q2 		$1.62M Sell
23,981
-13,558
-36% -$879K 1.16% 29
2016
Q1 		$2.48M Sell
37,539
-2,621
-7% -$162K 1.73% 20
2015
Q4 		$2.55M Buy
40,160
+1,268
+3% +$77.5K 1.76% 22
2015
Q3 		$2.31M Buy
38,892
+242
+0.6% +$14.2K 1.72% 23
2015
Q2 		$2.17M Sell
38,650
-195
-0.5% -$11.6K 1.61% 24
2015
Q1 		$2.41M Sell
38,845
-3,263
-8% -$204K 1.81% 23
2014
Q4 		$2.48M Sell
42,108
-959
-2% -$54.5K 2.05% 23
2014
Q3 		$2.2M Buy
43,067
+101
+0.2% +$5.44K 1.71% 27
2014
Q2 		$2.29M Sell
42,966
-904
-2% -$47.4K 1.68% 26
2014
Q1 		$2.2M Sell
43,870
-370
-0.8% -$18K 1.73% 24
2013
Q4 		$2M Sell
44,240
-3,537
-7% -$168K 1.69% 26
2013
Q3 		$2.29M Sell
47,777
-417
-0.9% -$20.7K 1.88% 22
2013
Q2 		$2.47M Buy
+48,194
New +$2.56M 2.24% 18

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

Courage Miller Partners's REZ Position: Q2 2026 in Review

Courage Miller Partners reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.3% in Q2 2026, selling an estimated $1.71K and leaving 6,289 shares worth $595K. The position accounts for 0.16% of the portfolio, ranked #55.

Courage Miller Partners first reported a position in REZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.55M in Q4 2015. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Courage Miller Partners held 6,289 shares of iShares Residential and Multisector Real Estate ETF worth $595K as of Q2 2026.
  • Courage Miller Partners sold 19 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.71K.
  • iShares Residential and Multisector Real Estate ETF made up 0.16% of Courage Miller Partners's portfolio in Q2 2026, its #55 holding.
  • Courage Miller Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Courage Miller Partners's iShares Residential and Multisector Real Estate ETF position peaked at $2.55M in Q4 2015.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.