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 Q2	$146K	Hold	1,547	–	–	0.04%	263
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

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

DHJJ Financial Advisors's REZ Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 1,547 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #263.

DHJJ Financial Advisors first reported a position in REZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $178K in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

DHJJ Financial Advisors held 1,547 shares of iShares Residential and Multisector Real Estate ETF worth $146K as of Q2 2026.
DHJJ Financial Advisors left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #263 holding.
DHJJ Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $178K in Q3 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.