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 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

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dynamic Wealth Strategies's REZ Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q1 2026 at 588 shares worth $48.9K. The position accounts for 0.03% of the portfolio, ranked #152.

Dynamic Wealth Strategies first reported a position in REZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $618K in Q3 2025. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Dynamic Wealth Strategies held 588 shares of iShares Residential and Multisector Real Estate ETF worth $48.9K as of Q1 2026.
Dynamic Wealth Strategies left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q1 2026.
iShares Residential and Multisector Real Estate ETF made up 0.03% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #152 holding.
Dynamic Wealth Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $618K in Q3 2025.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.