DI
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Disciplined Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Disciplined Investments’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 		$339K Hold
3,583
– – 0.11% 110
2026
Q1 		$298K Hold
3,583
– – 0.11% 112
2025
Q4 		$296K Hold
3,583
– – 0.11% 106
2025
Q3 		$304K Hold
3,583
– – 0.12% 103
2025
Q2 		$295K Hold
3,583
– – 0.12% 106
2025
Q1 		$310K Hold
3,583
– – 0.14% 101
2024
Q4 		$290K Hold
3,583
– – 0.14% 103
2024
Q3 		$318K Hold
3,583
– – 0.16% 97
2024
Q2 		$276K Hold
3,583
– – 0.15% 107
2024
Q1 		$258K Hold
3,583
– – 0.14% 107
2023
Q4 		$263K Hold
3,583
– – 0.15% 98
2023
Q3 		$236K Hold
3,583
– – 0.14% 99
2023
Q2 		$263K Sell
3,583
-3,397
-49% -$243K 0.14% 101
2023
Q1 		$493K Hold
6,980
– – 0.21% 86
2022
Q4 		$477K Hold
6,980
– – 0.23% 77
2022
Q3 		$501K Hold
6,980
– – 0.23% 85
2022
Q2 		$558K Hold
6,980
– – 0.25% 79
2022
Q1 		$669K Sell
6,980
-1,132
-14% -$105K 0.28% 75
2021
Q4 		$797K Hold
8,112
– – 0.35% 66
2021
Q3 		$694K Hold
8,112
– – 0.34% 68
2021
Q2 		$676K Buy
8,112
+1,204
+17% +$96.5K 0.35% 70
2021
Q1 		$511K Hold
6,908
– – 0.3% 74
2020
Q4 		$469K Hold
6,908
– – 0.31% 67
2020
Q3 		$421K Hold
6,908
– – 0.31% 68
2020
Q2 		$415K Buy
6,908
+829
+14% +$48.7K 0.32% 67
2020
Q1 		$336K Hold
6,079
– – 0.32% 67
2019
Q4 		$458K Buy
+6,079
New +$471K 0.39% 58

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

Disciplined Investments's REZ Position: Q2 2026 in Review

Disciplined Investments held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 3,583 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #110.

Disciplined Investments first reported a position in REZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $797K in Q4 2021. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Disciplined Investments held 3,583 shares of iShares Residential and Multisector Real Estate ETF worth $339K as of Q2 2026.
  • Disciplined Investments left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.11% of Disciplined Investments's portfolio in Q2 2026, its #110 holding.
  • Disciplined Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares Residential and Multisector Real Estate ETF position peaked at $797K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.