Creative Planning
REZ icon

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

Creative Planning’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 		$447K Buy
4,724
+2,157
+84% +$194K ﹤0.01% 3271
2026
Q1 		$214K Sell
2,567
-112
-4% -$9.62K ﹤0.01% 3684
2025
Q4 		$221K Buy
2,679
+254
+10% +$21.3K ﹤0.01% 3473
2025
Q3 		$206K Buy
+2,425
New +$202K ﹤0.01% 3460
2024
Q4 		– Sell
-2,260
Closed -$201K – 3661
2024
Q3 		$201K Buy
+2,260
New +$189K ﹤0.01% 2836
2024
Q2 		– Sell
-3,955
Closed -$285K – 3147
2024
Q1 		$285K Buy
3,955
+1,094
+38% +$77.1K ﹤0.01% 2296
2023
Q4 		$210K Buy
2,861
+2,636
+1,172% +$177K ﹤0.01% 2392
2023
Q3 		$14.8K Buy
+225
New +$16.1K ﹤0.01% 2614
2022
Q3 		– Sell
-3,118
Closed -$249K – 2426
2022
Q2 		$249K Buy
3,118
+265
+9% +$23K ﹤0.01% 1736
2022
Q1 		$274K Buy
2,853
+329
+13% +$30.5K ﹤0.01% 1690
2021
Q4 		$248K Buy
2,524
+150
+6% +$13.8K ﹤0.01% 1748
2021
Q3 		$203K Buy
+2,374
New +$210K ﹤0.01% 1859
2017
Q3 		– Sell
-1,790
Closed -$116K – 3319
2017
Q2 		$116K Hold
1,790
– – ﹤0.01% 1887
2017
Q1 		$113K Buy
1,790
+500
+39% +$31.2K ﹤0.01% 1869
2016
Q4 		$80K Hold
1,290
– – ﹤0.01% 2019
2016
Q3 		$85K Sell
1,290
-152
-11% -$10.2K ﹤0.01% 1960
2016
Q2 		$97K Sell
1,442
-88
-6% -$5.7K ﹤0.01% 1699
2016
Q1 		$101K Buy
1,530
+2
+0.1% +$124 ﹤0.01% 1631
2015
Q4 		$97K Sell
1,528
-152
-9% -$9.29K ﹤0.01% 1649
2015
Q3 		$100K Buy
+1,680
New +$98.6K ﹤0.01% 1600
2015
Q2 		– Sell
-1,530
Closed -$95K – 2580
2015
Q1 		$95K Sell
1,530
-138
-8% -$8.61K ﹤0.01% 1604
2014
Q4 		$98K Buy
1,668
+765
+85% +$43.5K ﹤0.01% 1560
2014
Q3 		$46K Buy
903
+453
+101% +$24.4K ﹤0.01% 1978
2014
Q2 		$24K Buy
450
+100
+29% +$5.25K ﹤0.01% 2382
2014
Q1 		$18K Buy
350
+150
+75% +$7.29K ﹤0.01% 2448
2013
Q4 		$9K Sell
200
-190
-49% -$9.04K ﹤0.01% 2618
2013
Q3 		$19K Buy
390
+76
+24% +$3.77K ﹤0.01% 2133
2013
Q2 		$16K Buy
+314
New +$16.7K ﹤0.01% 2059

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

Creative Planning's REZ Position: Q2 2026 in Review

Creative Planning increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 84% in Q2 2026, buying an estimated $194K and bringing the position to 4,724 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Creative Planning first reported a position in REZ in Q2 2013 and has held it in 28 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Creative Planning held 4,724 shares of iShares Residential and Multisector Real Estate ETF worth $447K as of Q2 2026.
  • Creative Planning bought 2,157 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $194K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3271 holding.
  • Creative Planning first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 28 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.