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DAGCO Inc’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

DAGCO Inc’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
2024
Q1 		– Sell
-3,158
Closed -$232K – 352
2023
Q4 		$232K Buy
+3,158
New +$212K 0.21% 51

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

DAGCO Inc's REZ Position: Q1 2024 in Review

DAGCO Inc sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 3,158 shares — an estimated $232K sold.

DAGCO Inc first reported a position in REZ in Q4 2023 and held it in 1 quarter. The position peaked at $232K in Q4 2023. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • DAGCO Inc reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • DAGCO Inc sold 3,158 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $232K.
  • DAGCO Inc first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • DAGCO Inc's iShares Residential and Multisector Real Estate ETF position peaked at $232K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on DAGCO Inc's 13F filing for Q1 2024, filed 15 May 2024.