Destiny Wealth Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Destiny Wealth 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	–	Sell	-994	Closed	-$82.7K	–	877
2026 Q1	$82.7K	Buy	+994	New	+$85.4K	0.01%	368
2023 Q1	–	Sell	-994	Closed	-$67.9K	–	532
2022 Q4	$67.9K	Hold	994	–	–	0.01%	258
2022 Q3	$71K	Hold	994	–	–	0.02%	249
2022 Q2	$80K	Hold	994	–	–	0.02%	246
2022 Q1	$95K	Hold	994	–	–	0.02%	255
2021 Q4	$98K	Hold	994	–	–	0.02%	227
2021 Q3	$85K	Buy	+994	New	+$88K	0.02%	223
2021 Q2	–	Sell	-994	Closed	-$74K	–	428
2021 Q1	$74K	Hold	994	–	–	0.02%	230
2020 Q4	$67K	Buy	+994	New	+$65K	0.01%	263

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

Destiny Wealth Partners's REZ Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 994 shares — an estimated $82.7K sold.

Destiny Wealth Partners first reported a position in REZ in Q4 2020 and held it in 9 quarters. The position peaked at $98K in Q4 2021. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 994 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $82.7K.
Destiny Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's iShares Residential and Multisector Real Estate ETF position peaked at $98K in Q4 2021.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.