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DHJJ Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

DHJJ Financial Advisors’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
Q1 		$129K Hold
1,547
– – 0.04% 254
2025
Q4 		$128K Hold
1,547
– – 0.04% 241
2025
Q3 		$131K Sell
1,547
-500
-24% -$41.6K 0.04% 222
2025
Q2 		$169K Hold
2,047
– – 0.06% 187
2025
Q1 		$177K Hold
2,047
– – 0.07% 165
2024
Q4 		$166K Buy
2,047
+41
+2% +$3.51K 0.06% 171
2024
Q3 		$178K Hold
2,006
– – 0.07% 160
2024
Q2 		$154K Hold
2,006
– – 0.07% 162
2024
Q1 		$145K Hold
2,006
– – 0.06% 167
2023
Q4 		$147K Sell
2,006
-118
-6% -$7.93K 0.07% 159
2023
Q3 		$140K Buy
+2,124
New +$152K 0.07% 157

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return