Dynamic Wealth Strategies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Dynamic Wealth Strategies’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	$14.5K	Sell	153 -435	-74%	-$39.1K	0.01%	219
2026 Q1	$48.9K	Hold	588	–	–	0.03%	152
2025 Q4	$48.6K	Sell	588 -6,684	-92%	-$560K	0.03%	140
2025 Q3	$618K	Buy	7,272 +4,440	+157%	+$369K	0.41%	37
2025 Q2	$233K	Buy	2,832 +402	+17%	+$33.1K	0.17%	58
2025 Q1	$210K	Buy	+2,430	New	+$203K	0.17%	65
2024 Q4	–	Sell	-2,366	Closed	-$210K	–	193
2024 Q3	$210K	Buy	2,366 +16	+0.7%	+$1.34K	0.17%	62
2024 Q2	$181K	Buy	2,350 +86	+4%	+$6.28K	0.16%	68
2024 Q1	$163K	Sell	2,264 -894	-28%	-$63K	0.14%	76
2023 Q4	$232K	Buy	+3,158	New	+$212K	0.21%	51

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

Dynamic Wealth Strategies's REZ Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 74% in Q2 2026, selling an estimated $39.1K and leaving 153 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Dynamic Wealth Strategies first reported a position in REZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $618K in Q3 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Dynamic Wealth Strategies held 153 shares of iShares Residential and Multisector Real Estate ETF worth $14.5K as of Q2 2026.
Dynamic Wealth Strategies sold 435 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $39.1K.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #219 holding.
Dynamic Wealth Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $618K in Q3 2025.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.