Creative Financial Designs’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Creative Financial Designs’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	$1.55M	Buy	16,340 +801	+5%	+$72K	0.07%	222
2026 Q1	$1.29M	Buy	15,539 +837	+6%	+$71.9K	0.08%	202
2025 Q4	$1.21M	Buy	14,702 +996	+7%	+$83.5K	0.08%	209
2025 Q3	$1.16M	Buy	13,706 +1,252	+10%	+$104K	0.08%	212
2025 Q2	$1.03M	Buy	12,454 +2,017	+19%	+$166K	0.07%	216
2025 Q1	$902K	Buy	10,437 +725	+7%	+$60.5K	0.07%	209
2024 Q4	$787K	Buy	+9,712	New	+$832K	0.06%	223

Other funds holding REZ

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Creative Financial Designs's REZ Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 5.2% in Q2 2026, buying an estimated $72K and bringing the position to 16,340 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #222.

Creative Financial Designs first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Creative Financial Designs held 16,340 shares of iShares Residential and Multisector Real Estate ETF worth $1.55M as of Q2 2026.
Creative Financial Designs bought 801 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $72K.
iShares Residential and Multisector Real Estate ETF made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #222 holding.
Creative Financial Designs first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.